Within Teamwork, you can create
intake forms on your projects to gather
information from both internal and external
people.
Note: Intake forms are
available on per-user Pro/Deliver
subscriptions and above.
For each form created on your
projects, a task list on the project is
associated with it. When a response is
submitted via the form, a new task will be
created in the task list.
Forms can be viewed and managed via
the Forms tab on a project.
The feature can be enabled or disabled by
a project or site administrator via the
project settings.
Note: The ability to view and
manage forms
on projects can be controlled via project permissions on
an individual project member basis.
If your project does not have an
existing form, you can click
the Create a form button in
the middle of the page.
To add a new form to a project with existing
forms, click the Add a form button in
the top right of the forms list.
At the top of the form in the editor, you can
customize the banner theme for the form. Click
the color palette icon to open the
customization options. The solid colors will
change the banner background while the outline
colors will update the icons.
You can also use the shuffle icon at
the bottom of the dropdown to randomize the
color pairing.
Questions
When creating a form, you will be required to fill out a title. You can optionally add a
form description.
By default, each form is populated
with name and email input fields. You can keep
or remove these fields, as well as add
additional options.
Using
the Questions menu to the
left of the form editor, click a field type
to add it to the form. You can also drag and
drop the questions onto the form to add them.
Once added, you can
populate the relevant question
information.
For dropdown, multi-select and radio
group questions, you can reorder your chosen
options within a question via the arrow
indicators. Hover the cursor to the left of
the option names and select the up or down
arrows to reorder.
You can also duplicate an existing
question on your form. Select the copy icon to
the right of the relevant question field
title. This will automatically copy the
question and add the duplicate question below
the original in the form.
Form settings
In the Settings tab to the
left of the form editor, you can customize the
settings for your form.
The form settings
include:
- Inbox - each form must be
associated with a specific task list
on your
project.
- The Inbox list
will be selected by default. You
can choose an
alternative existing task list
from the dropdown.
- If the selected task list has
default task properties set, those
properties will be applied when
new tasks are created as a result
of form submissions.
- If a default board column has
active triggers, those triggers
will also be applied when the task
is created in the list.
- Note: The auto
complete and add
subtasks triggers are currently not
supported in this
circumstance.
- Task assignees - select project
member(s)
to be assigned to tasks created for
each
form submission or leave assigned to Anyone.
- Field for use in task titles - choose a field
from
the form to add to the task
title.
- Only single-line text fields from the form will be populated in the dropdown. Select one of the fields to be used to populate the titles of tasks created from form submissions.
- Confirmation message - set a custom
confirmation message to show to those
submitting a response.
- Show a button to 'Submit another' -
allow
the correspondent to submit more than
one
response.
- Form branding - show or hide Teamwork
branding on the published form.
- When enabled, Powered by
Teamwork will appear
at the end of the published
form.
- Note: This feature is
available on Premium/Grow
subscription plans and above and
is independent of the site-level
branding settings.
Reordering fields
To change the position of a field in
your form, scroll to the relevant field and
click the upward or downward facing arrow to
the left of the field to move it up or down
one position in the form.
Previewing a form
Using the preview pane on the right
of the forms editor, you can see how the
currently selected fields will be displayed
for people viewing the form.
Click the arrow icon in the top
right of the forms editor to show or hide the
preview pane.
Published form options
Once you click
the Publish button at the
bottom of the editor, additional options will
become available in the top right of the form
area.
- Accept responses - allow submissions
through the form.
- Link - copy a shareable link to the
published form.
- Options (three dots):
- View published form - opens the
published form in a new browser
tab.
- Regenerate link - void the previous access link to the published form and generate a new one.
- Copy form -
copy the form to the current project
or another project.
- Delete form - you will be asked to
confirm deletion.
- Note: Any existing
tasks created via form responses
will remain in the task
list.
For more information, see: Setting Intake Forms
Permissions