✔  Available on Starter, Deliver, Grow, and Scale subscriptions. 1
See the "Feature access" section below for more information.

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 can create, view, and manage forms on any project.
  • Project admins can create, view, and manage forms on projects they're an admin on.
  • 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
Use forms any time you need to collect data (and especially if you ultimately need something in Teamwork.com as tasks). Examples:
  • Design team: Use a form to gather all new asset requests. You can then triage out work from the resulting tasks.
  • Finance agency: Get retainer clients to submit requests via forms describing (and requesting) each new report they need created.
  • Product team: Gather feedback on a recent release via forms so that you have actionable tasks to work from.
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 can create, view, and manage forms on any project.
  • Project admins can create, view, and manage forms on projects they're an admin on.
  • 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
Use forms any time you need to collect data (and especially if you ultimately need something in Teamwork.com as tasks). Examples:
  • Design team: Use a form to gather all new asset requests. You can then triage out work from the resulting tasks.
  • Finance agency: Get retainer clients to submit requests via forms describing (and requesting) each new report they need created.
  • Product team: Gather feedback on a recent release via forms so that you have actionable tasks to work from.
🎓 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.
  • Each form can contain up to 150 individual questions or form components.

Feature access

Teamwork.com plan
Feature access
Starter
2 forms, no branding, no conditional logic
Deliver (& Pro)
Unlimited forms, no branding, no conditional logic
Grow (& Premium)
Unlimited forms, branding, basic conditional logic
Scale (& Enterprise)
Unlimited forms, branding, advanced conditional logic
Teamwork.com plan
Feature access
Starter
2 forms, no branding, no conditional logic
Deliver (& Pro)
Unlimited forms, no branding, no conditional logic
Grow (& Premium)
Unlimited forms, branding, basic conditional logic
Scale (& Enterprise)
Unlimited forms, branding, advanced conditional logic

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.
     
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  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's style.
    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 style

Customize the form's style and branding.

  1. Navigate to the form editor's left panel.
  2. Select the Style tab.

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  3. Choose an option:
    1. Submit button text: Set a custom label for the form's submit button.
    2. Button color: Choose the form's button colors — click the current color circle to open the palette.
    3. Background color: Set the form's background color (behind the question panel) — click the current color circle to open the palette.
    4. Cover: Display a banner at the top of the form — click Edit to select a color or upload a banner image.
    5. Logo: Upload your company's logo — click Add to upload an image.
  4. Click Preview to review your changes.

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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. 

New forms also default to a single-page view — use the Page content option to introduce page breaks, creating a multi-step form.
 
  1. Select the Content tab in the 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.
    💡 Want a question to be on a different page?  Select the Page option in the Content tab to create a new page, then start adding more question fields. You can also drag and drop existing questions to another page on the form.

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  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. Click Link task field to sync a question to a task property. This is an optional but helpful extra step that allows you to populate form responses into different task properties.
    ✔ Paid per-user subscriptions can map single-line text and email fields to task titles. Scale subscriptions can utilize advanced field mapping (ex. link a dropdown field to task priority). Learn more
  8. Next:
    1. Add more questions: Repeat steps 3 to 7 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.
    3. Reorder questions: Click and drag an existing question to a new position in the form.
    4. Add page breaks: You can add Page breaks as you build your form or you can add them at the end and drag and drop them to the relevant position.
       
💡 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.
    Redirect URL
    Send respondents to a specific URL after submitting a form response.
    Email form respondent
    Send an email to the address a respondent submits in their form response.
    Confirmation message
    		Set a custom confirmation message to show to people submitting a response.
    Show progress bar
    Show respondents how close they are to completing the form. This only works with forms using pages.
    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.
    Redirect URL
    Send respondents to a specific URL after submitting a form response.
    Email form respondent
    Send an email to the address a respondent submits in their form response.
    Confirmation message
    		Set a custom confirmation message to show to people submitting a response.
    Show progress bar
    Show respondents how close they are to completing the form. This only works with forms using pages.
    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 and hold a question card, then drag it to a new position in the form.  

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Step 7: Preview the form

Preview the form before publishing to ensure its layout and question order are as you intended. Enter test data during preview to understand your respondents' experience. 

  1. Click Preview at the bottom of the form editor.

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  2. Fill out the form's fields.
  3. Click Next to progress through the form's pages (if it contains multiple pages).
  4. Click Submit form (or your button's custom text) to complete the test response.

Step 8: 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. 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.
    3. 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.
    4. View published form: Select the Image Placeholder in the editor's top right and select View published form to preview the form as respondents would see it.
    5. Create a new 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.
    6. Copy: Create a copy of the form.
    7. Delete: Delete the form.

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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.
     

Elevate

  • Automation: Save time by automating form response management. Create automations to take certain actions each time a task is created via a form submission:
    • Use notify actions to send custom emails to users.
    • Update the task's followers or assignees.
    • Log time, create subtasks, or create projects.
       
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.