✔ 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 |
|
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.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 |
|
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.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
- Click Jump to in
Teamwork.com'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 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.
- Update the form's title.
- 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
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.
- Navigate to the form editor's left
panel.
- Click the task list field.
- 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.
Step 3:
Customize the
form's banner
Choose a color theme for the
form's banner.
- Navigate to the form's banner at the top of the editor.
- Click the relevant icon in the banner's top right:
- Icon colors (
)
- Background color (
)
- 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.
- Select the Content tab
in form editor's left navigation
panel.
- Scroll to the question type you want
to add to the form.
- Click the question type to add it as a form field. The field is placed below the form's existing fields.
- 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.
- Add a description (i.e. helper
text). 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.
- Next:
- Add more questions: Repeat steps 3 to 5 for each question field you need to add to the form.
- Remove questions: Click the trash can (
) on an existing field to remove it from the form.
💡 Duplicate an
existing question on the form
by selecting the copy icon (
)
to the right of
the
relevant question field title.

Step 5: Update the
form's
settings
- Select the Settings tab
in the form editor's left navigation
panel.
- Update the relevant settings (options outlined below):
Task assignees Click the avatar ( ) 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 ( ) 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.
- 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.
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.
- Click
the Publish button at
the bottom of the form editor.
- Next:
- Accept
responses: Choose
whether the form should be open to
responses using the Active toggle (
). This is automatically turned on when you publish the form.
- View published
form: Select
the
in the editor's top right and select View published form to preview the from as respondents would see it.
- Copy link: Click
the paperclip (
) 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: Select
the
in the editor's top right and select Regenerate link. This voids the published form's previous access link and generates a new one.
- Embed: Click the embed
option (
) 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.