✔ Basic field mapping is available on paid per-user subscriptions. 1
✔ Advanced field mapping is available on Scale subscriptions. 2

What
Link form responses to specific task details such as task title, priority, dates, or custom fields.
Why
  • Improve task management by aligning form submission's with existing project workflows.
  • Reduce manual entry by automating the mapping of form responses to task fields.
  • Enhance productivity by streamlining and automating the task creation and management process.
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 with the project permission:
    • Add Forms (grants users permission to create, edit, publish, copy, and delete forms)
When
Any time you need to collect key task-related data from internal or external sources.
What
Link form responses to specific task details such as task title, priority, dates, or custom fields.
Why
  • Improve task management by aligning form submission's with existing project workflows.
  • Reduce manual entry by automating the mapping of form responses to task fields.
  • Enhance productivity by streamlining and automating the task creation and management process.
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 with the project permission:
    • Add Forms (grants users permission to create, edit, publish, copy, and delete forms)
When
Any time you need to collect key task-related data from internal or external sources.

Feature access

Teamwork.com plan
Field mapping options
Starter, Deliver (& Pro), Grow (& Premium)
Link single-line text fields or email fields to task titles.
Scale (& Enterprise)
Link any form field to supported text properties (ex. link a dropdown question to task priority).
Teamwork.com plan
Field mapping options
Starter, Deliver (& Pro), Grow (& Premium)
Link single-line text fields or email fields to task titles.
Scale (& Enterprise)
Link any form field to supported text properties (ex. link a dropdown question to task priority).

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.


Step 1: Create or open a form

Task mapping can be set on questions as you create a form or applied to questions on a project's existing forms.

  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. Next:
    1. Create: Click Add form in the view's top right. 
    2. Existing: Click an existing form to open the editor. 

Step 2: Manage the form's questions

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 Build tab in the form editor's left navigation panel. If you're editing an existing form and do not need to add more questions, skip to the next section: "Step 3: Link questions to task properties."
  2. Click a question type (ex. single-line text or dropdown) to add it as a form field. The field is placed below the form's existing fields. 
  3. 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.
  4. Add a description (i.e. helper text). This is optional but can give responders clarity.
  5. 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.
  6. Repeat steps 2 to 5 for each additional question you need to add.

Step 3: Link questions to task properties

Create a link between individual questions and specific task properties so that form responses automatically populate the task's details. 

The task properties you can link to a question change depending on the question type. Ex. Link a text field question to the task title or text-based custom fields. 

  1. Scroll to the relevant question in the form editor. In this example, we're using a dropdown question.
  2. Click Link task field at the bottom of the question card.

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  3. Select a field type to link the question to. The available options depend on the question type. In this example, we're linking to task priority.

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  4. Map the question's answer(s) to the task field's properties. Some only require one link (ex. a text-based question linking to task title.

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  5. Click Save changes.
  6. Repeat steps 2 to 5 for each form question you want to link to a task detail.

Step 4: 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.
 

Step 5: View form responses

  1. Click Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the project's List or Table view.
  4. Select the form's designated task list in the task lists panel on the view's left. 
    💡 Not sure which task list? Jump to the Forms tab and scroll to the relevant form. The associated task list is noted in the Responses column.
 
Form submissions use the form title as the task title by default. If your form mapped a question to the task title property, that question's response is used as the task title instead.
  • The task description is populated with all form questions and corresponding responses.
  • Any additional questions mapped to task details are auto-populated (ex. a date field updating the task's due date, an "urgency" field setting the task's priority, or a dropdown field populating a task custom field).
 
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Best practices

  • Keep things organized: 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.
  • Track accurately: Prioritize linking form questions to task details to reduce the amount of time your team has to spend manually updating tasks and keep data entry errors to a minimum.

Elevate

  • Gather data dynamically: Use conditional logic to decide which questions respondents can answer based on previous answers.
1. Also available on legacy subscriptions: Pro, Premium.
2. Also available on legacy subscriptions: Enterprise.