Forms that create tasks

Forms collect requests from anyone, inside or outside the workspace. Each submission creates a task in the project.

Create a form

1. 1Open the project and click Forms in the header.
2. 2Click Create form and give it a title and an optional description.
3. 3Add questions: short text, long text, email, number, date or a choice, and mark the required ones.
4. 4Tick Use as task title on the question that should name the task, and Use as due date on a date question if you like.
5. 5Choose the stage new tasks go to, an optional assignee and a thank-you message.
6. 6Click Create form, then Copy link and share it.

What a submission creates

• A task named after the title question (or after the form), in the chosen stage.
• Every answer listed in the task's description.
• The due date from the date question, when you picked one.
• A notification for you (and an assignment notification for the assignee).

Turn a form off or delete it

Switch Taking submissions off to close a form for a while; its link shows that the form is closed. Deleting a form removes its link for good; tasks it already created stay. The form's creator, the project owner and workspace admins can change a form.