✔ Available
on
Deliver, Grow, and Scale
subscriptions 1
What | Gather requests, feedback, and/or
key details from both internal and
external people with forms. Form
submissions are automatically
turned into tasks (with question
responses added to the task
description!) so you can work with
the data within your
projects. |
Why |
|
Who |
|
When | If you are:
These are just a few
examples. Use forms any time
you need to collect data (and
especially if you ultimately
need something in Teamwork as
tasks). |
What | Gather requests, feedback, and/or
key details from both internal and
external people with forms. Form
submissions are automatically
turned into tasks (with question
responses added to the task
description!) so you can work with
the data within your
projects. |
Why |
|
Who |
|
When | If you are:
These are just a few
examples. Use forms any time
you need to collect data (and
especially if you ultimately
need something in Teamwork as
tasks). |
Before you
start
The Forms feature needs to be turned on in
the project's settings.
Responses submitted through
a form are created as tasks in the
form's associated task list.
Create a form
- Click Jump to in
Teamwork's main navigation menu.
- Search for and select a project.
- Switch to the Forms view
from the project's navigation
bar. The Forms tab might be
hidden under the More... option.
- Click + Add a form to open
the forms editor. No existing forms
on the project? Click Create a
form instead.
- Next, build your form. Psst! We'll
go through each of the available
options in dedicated sections
later on this page. You
can:
- Customize the form banner
- Add questions
- Modify form settings
- Reorder fields
- Click Publish to create
your form.
Customize the
form banner
Customize the form's
banner
by choosing a color theme for the
form.
- Click the color palette icon at
the top of the form.
- Select a solid color to apply as the
banner's background color.
- Select an outline color to apply as
the banner's icon colors.
💡 Too many
options? Click the shuffle icon
at the bottom of the color picker to set a
randomized color combination.
Add questions to
the form
By default, all
forms
are populated with name
and
email
fields. You
can keep or remove these
fields,
as
well
as add additional
options.
- Select the Questions tab
in the panel in the form editor's left
panel.
- Scroll to the question type you want
to add to the form.
- Click a question type to add a field to the form. The chosen field is placed below the existing fields on the form.
- Add a label for the
field. This is the 'question'
that people
filling out the form see, so
choose something
contextual that lets them know
what to add to that
field/question.
- Add helper text (i.e.. a field
description). This one's
optional but it can give
responders
clarity.
- Add any necessary additional field details. Depending on the chosen question type, you'll have different options.📝 For dropdown, multi-select, and radio group question types, you can reorder the individual options you input by clicking the arrows to the left of each option.
- Repeat steps 3 to 5 for each question field you need on the form.
💡 Duplicate an
existing question on the form
by selecting the copy icon to the right of the
relevant question field title.
Update the form's
settings
- Select the Settings tab
in the form editor's left panel.
- You can update the following settings for the form:
Inbox Each form must be associated with a specific task list on your project. Form responses are created as tasks in the chosen list.The Inbox list is selected by default but you can choose any of the project's active task lists.- If the
selected task
list has
default task
properties
set, those
properties are
still applied
when
new tasks are
created from
form
submissions.
- If a default board column has active triggers, those triggers are applied when tasks are created from form submissions.
Task assignees Select project members to be assigned to all tasks created from this form's submissions (or choose Anyone to leave tasks unassigned). Field for use in task title Choose one of the form's single-line text field questions to be used for task titles.Confirmation message Set a custom confirmation message to show to those submitting a response. Submit another button Show a Submit another button on the form to help correspondents submit another response.Form branding Show or hide Teamwork branding on the published form. When enabled, Powered by Teamwork appears at the bottom of the published form.✔️ This feature is available on Grow and Scale subscriptions and is independent of site-level branding settings.Inbox Each form must be associated with a specific task list on your project. Form responses are created as tasks in the chosen list.The Inbox list is selected by default but you can choose any of the project's active task lists.- If the
selected task
list has
default task
properties
set, those
properties are
still applied
when
new tasks are
created from
form
submissions.
- If a default board column has active triggers, those triggers are applied when tasks are created from form submissions.
Task assignees Select project members to be assigned to all tasks created from this form's submissions (or choose Anyone to leave tasks unassigned). Field for use in task title Choose one of the form's single-line text field questions to be used for task titles.Confirmation message Set a custom confirmation message to show to those submitting a response. Submit another button Show a Submit another button on the form to help correspondents submit another response.Form branding Show or hide Teamwork branding on the published form. When enabled, Powered by Teamwork appears at the bottom of the published form.✔️ This feature is available on Grow and Scale subscriptions and is independent of site-level branding settings. - If the
selected task
list has
default task
properties
set, those
properties are
still applied
when
new tasks are
created from
form
submissions.
Reorder the form's
question fields
You can customize question order in
forms.
- Go to the Forms area of
the project. The Forms tab might
be hidden under the More... option.
- Click a form's title to open the forms
editor.
- Scroll to the relevant question
field.
- Click the upward or downward arrow to the field's left to move the question up or down one position.
Publish the
form
Once you have populated the form with the
relevant questions, branding, and
settings, you can publish and share the
form.
- Click
the Publish button at
the bottom of the form editor.
- Next:
- Accept responses - choose
whether the form should be open to
responses. This is automatically
turned on when you publish the
form.
- Preview published form -
select the ... (ellipsis) in the editor's top
right and select Preview
published form to
preview the from
as respondents would see it.
- Copy link - click
the paperclip icon in
the editor's top right to
copy the published form's link.
Anyone with the link can access
the form so (carefully) share
however you like!
- Regenerate link - void the
published form's previous access
link and generate a new
one. Select
the ... (ellipsis)
in the editor's top right and
select Regenerate
link.
Best
practices
- Gather data: Add fields to gather
all data you'll need to understand or
complete a request (without having to
follow up with the responder for
more).
- Provide insight: Use description
text or follow-up messages to share with
submitters what they can expect. For
example, if you're collecting requests,
provide a general timeline for when
someone might expect to hear back.
- Keep things organized with a task
list: Create a designated 'Intake'
task list that is just for form responses.
That way, you have one place to check
responses and it's easy to understand
what's coming in.
Put it into
practice
Want step-by-step
instructions
in Teamwork?
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.