Within Teamwork, you can make a copy of an existing form on your project.

Note: Intake forms are available on per-user Pro/Deliver subscriptions and above.

Forms can be enabled or disabled by a project or site administrator via the project's feature settings.

In the Forms area of your project, click the options button (three dots) to the right of the relevant form and select the Copy option from the dropdown.

The ability to copy forms on a project is dependent on the project permission to add forms.

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You can also find the copy option whenever you are viewing an individual form in the forms editor. Click the options button (three dots) in the top right and select Copy form from the dropdown menu.

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In the Copy Form modal, you can set a form title for the new form and choose a destination project. The form can either be copied to the current project or to another project on your site.

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Once you click the Copy Form button, the copied form will be saved in draft mode on the chosen project.

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When the copied form is created, some properties will inherit default form settings while others will copy the settings of the original form:

  • Form title - whatever the user copying the form entered in the Copy Form modal.
  • Form description - match the original form description
  • Task settings - will not match the original form's settings. Set to the default task form options:
    • Task list: Inbox (default)
    • Assignees: Anyone
    • Task title: Form title
  • Form settings - match the original form's settings
  • Accept responses - set to false when the copy is first created
  • Form questions - all questions from the original form will be copied, matching:
    • Order of questions
    • Options in dropdown, multi-select, and radio group fields
    • Required preference of each field
  • Logo and branding - match the original form's settings

Note: Once the form is copied, users with edit permission can update any of the settings carried over to the new form. The original form will not be affected.

For more information, see: Managing Intake Forms