✔ Available on Grow (with limits) & Scale subscriptions 1
See the "Feature access" section below for more information.

What
Build dynamic forms that populate questions based on respondents' answers to other questions.
Why
  • Create a form that you can share with other users to gather the information you need.
  • Design an adaptable form that shows respondents different questions based on their responses to previous 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 with the project permission:
    • Add Forms (grants users permission to create, edit, publish, copy, and delete forms)
When
Any time you need to collect data from internal or external sources (and especially if you ultimately need something in Teamwork.com as tasks) and want to cater to multiple respondent perspectives in a single form.

Example: Product team keen to get feedback on a recent release: Collect feedback from customers via forms so that you have actionable tasks to work from. Add a "Feature name" field with multiple recent feature releases, then use conditional logic to display subsequent feature-specific questions based on the respondent's feature selection.
What
Build dynamic forms that populate questions based on respondents' answers to other questions.
Why
  • Create a form that you can share with other users to gather the information you need.
  • Design an adaptable form that shows respondents different questions based on their responses to previous 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 with the project permission:
    • Add Forms (grants users permission to create, edit, publish, copy, and delete forms)
When
Any time you need to collect data from internal or external sources (and especially if you ultimately need something in Teamwork.com as tasks) and want to cater to multiple respondent perspectives in a single form.

Example: Product team keen to get feedback on a recent release: Collect feedback from customers via forms so that you have actionable tasks to work from. Add a "Feature name" field with multiple recent feature releases, then use conditional logic to display subsequent feature-specific questions based on the respondent's feature selection.

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 access

Teamwork.com plan
Conditional logic functionality
Grow (& Premium)
Logic statements: if, then.
Scale (& Enterprise)
Logic statements: if, and, or, then.
Teamwork.com plan
Conditional logic functionality
Grow (& Premium)
Logic statements: if, then.
Scale (& Enterprise)
Logic statements: if, and, or, then.

Step 1: Create or open a form

Conditional logic 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. 

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.
    📝 If you're editing an existing form and do not need to add more questions, skip to step 8 in this section to add page breaks.
  2. Scroll to the question type you want to add to the form.

    Image Placeholder

  3. Click the question type to add it as a form field. The field is placed below the form's existing fields. 
  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 is optional but 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. Repeat step 3 for each question you want included in the form's first page.
  8. Select the Page option under Formatting in the Content tab to create a new page on the form. If you only want a single-page form, skip to step 11.
  9. Add Header questions after each Page entry (optional) to add custom heading text to each page. 
  10. Add more question fields to the form. These ones are displayed on page 2 of the form.
    💡 Editing an existing form? You can also drag and drop existing questions between page breaks on the form.
  11. Repeat steps 5 and 6 for each page and series of questions you want to add to the form.

Step 3: Add conditional logic to questions

Conditional logic is a set of rules (aka conditions) that causes the questions shown in a form to change based on previous question input. It follows a base "if, then" logic — if question X's answer is A, then show question Y next.
  • Advanced logic (Scale subscriptions) allows you to set multiple conditions using "or" — if question X's answer is A or question Y's answer is A, then show question X next.

  1. Scroll to the relevant form question in the editor.
  2. Toggle on the Conditional logic option on the question's right. This option is available for questions and page breaks.
         Image Placeholder

  3. Set the if condition:
    1. Select an existing form question from the first dropdown. Respondents' answers to the selected question dictate whether the current question you're setting the logic on is displayed.
    2. Set the criteria in the middle dropdown. Options provided change based on the selected question's type. Ex. A dropdown allows you to select is/is not any of, a text field allows you to select contains/does not contain. All questions have is/is not answered options.
    3. Set the response you want to be met in the third field. This does not apply to is/is not answered criteria.
             Image Placeholder
       
  4. Set additional and conditions — use this if you want multiple conditions to be met.
    1. Click the plus (+) on the if statement's right.
    2. Select an existing form question and set the criteria.
  5. Set additional or conditions — use this if you want any of the set conditions to be met.
    1. Click Add condition group below the first condition.
    2. Select an existing form question and set the criteria.
    3. Click the plus (+) on the if statement's right to add more conditions.
  6. Set the then action for the current question (or page):
    1. Show: Show this question/page next when a respondent's reply to the question selected in the IF section matches the set criteria.
    2. Hide: Hide this question/page if a respondent's reply to the question selected in the IF section matches the set criteria.

       
  7. Repeat steps 2 to 5 for each question or page you want to apply conditional logic to.

Step 4: 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 editor. The form opens in a new browser tab.
  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 to complete the test response.




Step 5: 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 from 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.

Best practices

  • Keep it relevant: 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).
  • Gather data dynamically: Use conditional logic to decide which questions respondents can answer based on previous answers.
  • Use page breaks: Add Page breaks to your form to create a multi-step experience, ensuring respondents aren't overwhelmed with a high volume of questions on a single page.
  • 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: Premium, Enterprise.