✔  Available on Starter, 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
  • Design a form that you can share with other users to gather the information you need.
  • Edit existing forms and add or change questions to reflect the most up-to-date requirements.
  • Use forms as templates by making a copy each time you need a similar set of questions.
Who
  • Site admins and project admins can create, view, and manage forms on a project.
  • Standard users and collaborators with the project permission:
    • View forms (grants users access to a project's Forms area to view existing forms.
  • Standard users with the project permission:
    • Add forms (grants users permission to create, edit, publish, copy, and delete forms)
When
If you are:
  • A design team who is constantly asked to create new assets, use a form to gather all new asset requests. You can then triage out work from the resulting tasks.
  • A finance agency with retainer clients. They can submit requests via forms describing (and requesting) each new report hey need created.
  • A product team keen to get feedback on a recent release. collect feedback via forms so that you have actionable tasks to work from.

These are just a few examples. Use forms any time you need to collect data (and especially if you ultimately need something in Teamwork.com 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
  • Design a form that you can share with other users to gather the information you need.
  • Edit existing forms and add or change questions to reflect the most up-to-date requirements.
  • Use forms as templates by making a copy each time you need a similar set of questions.
Who
  • Site admins and project admins can create, view, and manage forms on a project.
  • Standard users and collaborators with the project permission:
    • View forms (grants users access to a project's Forms area to view existing forms.
  • Standard users with the project permission:
    • Add forms (grants users permission to create, edit, publish, copy, and delete forms)
When
If you are:
  • A design team who is constantly asked to create new assets, use a form to gather all new asset requests. You can then triage out work from the resulting tasks.
  • A finance agency with retainer clients. They can submit requests via forms describing (and requesting) each new report hey need created.
  • A product team keen to get feedback on a recent release. collect feedback via forms so that you have actionable tasks to work from.

These are just a few examples. Use forms any time you need to collect data (and especially if you ultimately need something in Teamwork.com as tasks).
🎓 Learn in-app: Create a form

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.
  • The form builder uses auto-save — as soon as you create a form, a draft is saved and updates automatically as you make changes.

Feature limits

Teamwork.com plan
Number of forms
Starter
2
Deliver (& Pro)
Unlimited
Grow (& Premium)
Unlimited
Scale (& Enterprise)
Unlimited
Teamwork.com plan
Number of forms
Starter
2
Deliver (& Pro)
Unlimited
Grow (& Premium)
Unlimited
Scale (& Enterprise)
Unlimited

Step 1: Create a form


  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
     

     
  3. Switch to the Forms view from the project's navigation bar. The Forms tab might be hidden under the More... option.
  4. Click Add form in the view's top right. The forms builder uses auto-save — a draft is created immediately and automatically saves changes as you make them.
  5. Update the form's title.
  6. Next, build your form. Psst! We'll go through each of the available options in dedicated sections later on this page. You can:
    1. Customize the form banner
    2. Add questions
    3. Modify form settings
    4. Reorder fields

Step 2: Choose a form responses task list

Form responses are created as tasks in the associated project. You can choose any of the project's active task lists for submissions to be sent to. If you don't set a task list, the default Inbox task list is used.

  1. Navigate to the form editor's left panel.
  2. Click the task list field.
  3. Select a task list that form responses should be sent to. 

Once the form is published, a task is created in the chosen list each time a form submission is received.

  • If the selected task list has default task properties set, those properties are applied when tasks are created from form submissions.
  • If a default board column is set and has active triggers, those triggers are applied when tasks are created from form submissions.
    • ⚠️ Auto complete and add subtasks triggers are exceptions; they're not supported in this case.

Step 3: Customize the form's banner

Choose a color theme for the form's banner.

  1. Navigate to the form's banner at the top of the editor.
  2. Click the relevant icon in the banner's top right:
    1. Icon colors (Image Placeholder)
    2. Background color (Image Placeholder)
  3. Select a color from the palette.

The banner updates automatically when you select a color.


Step 4: Add questions to the form

By default, new forms are populated with name and email fields. You can keep or remove these fields, as well as add additional options.
 
  1. Select the Content tab in form editor's left navigation panel.
  2. Scroll to the question type you want to add to the form.
  3. Click the question type to add it as a form field. The field is placed below the form's existing fields.
         Image Placeholder
     
     
  4. Add question text for the field. This is what people filling out the form see, so choose something contextual that lets them know what to add to that field/question.
  5. Add a description (i.e. helper text). This one's optional but it can give responders clarity.
  6. 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.
  7. Next:
    1. Add more questions: Repeat steps 3 to 5 for each question field you need to add to the form.
    2. Remove questions: Click the trash can (Image Placeholder) on an existing field to remove it from the form.
       
💡 Duplicate an existing question on the form by selecting the copy icon (Image Placeholder) to the right of the relevant question field title.

Step 5: Update the form's settings

  1. Select the Settings tab in the form editor's left navigation panel.
  2. Update the relevant settings (options outlined below):
     
    Task assignees
    		Click the avatar (Image Placeholder) to select one or multiple project members to be assigned to all tasks created from this form's submissions (or leave blank to keep tasks assigned to Anyone).
    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 people submitting a response.
    Show 'Submit another' button
    Show a Submit another button on the form to help correspondents submit another response.
    Branding
    Show or hide Teamwork.com branding on the published form. When enabled, Powered by Teamwork.com 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.
    Task assignees
    		Click the avatar (Image Placeholder) to select one or multiple project members to be assigned to all tasks created from this form's submissions (or leave blank to keep tasks assigned to Anyone).
    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 people submitting a response.
    Show 'Submit another' button
    Show a Submit another button on the form to help correspondents submit another response.
    Branding
    Show or hide Teamwork.com branding on the published form. When enabled, Powered by Teamwork.com 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.

Step 6: Reorder the form's question fields

You can customize question order in forms.

  1. Scroll to the relevant question field.
  2. Click the upward or downward arrow to the field's left to move the question up or down one position.

    Image Placeholder


Step 7: Publish the form

Once you have populated the form with the relevant questions, branding, and settings, you can publish and share the form.

  1. Click the Publish button at the bottom of the form editor.
  2. Next:
    1. Accept responses: Choose whether the form should be open to responses using the Active toggle (Image Placeholder). This is automatically turned on when you publish the form.
    2. View published form: Select the Image Placeholder in the editor's top right and select View published form to preview the from as respondents would see it.
    3. Copy link: Click the paperclip (Image Placeholder) 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.
    4. Regenerate link: Select the Image Placeholder  in the editor's top right and select Regenerate link. This voids the published form's previous access link and generates a new one.
    5. Embed: Click the embed option (Image Placeholder) in the editor's top right to copy iframe code that you can use to embed the form directly on your website.

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.
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.