What | View and manage existing intake
forms on your projects. |
Why |
|
Who |
|
When | You want to make sure
published forms still meet
your current needs, updating
questions and layout as
requirements change, and
drafting forms when no longer
needed. |
What | View and manage existing intake
forms on your projects. |
Why |
|
Who |
|
When | You want to make sure
published forms still meet
your current needs, updating
questions and layout as
requirements change, and
drafting forms when no longer
needed. |
View forms
View existing forms from a
project's Forms section.
- Click Jump to in Teamwork'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.
- View details for each form. The project's existing forms are displayed in a table with columns populating corresponding properties.
Title The form's name. Responses The task list the form's responses are added to. Total responses Count of form responses received to date.Accepting responses Indicates whether people can currently submit responses via the form. Date updated The date and time the form was last updated.Options The ... (ellipsis) to the right of each form gives additional options:- View
published
form - view the
published
form. Psst!
This
is
what
people
submitting
responses
see.
- Edit - open the
forms
editor to
manage the
form's
layout and
questions.
- Copy - make a
copy
of the
form.
- Delete - delete
the form
from the
project.
Title The form's name. Responses The task list the form's responses are added to. Total responses Count of form responses received to date.Accepting responses Indicates whether people can currently submit responses via the form. Date updated The date and time the form was last updated.Options The ... (ellipsis) to the right of each form gives additional options:- View
published
form - view the
published
form. Psst!
This
is
what
people
submitting
responses
see.
- Edit - open the
forms
editor to
manage the
form's
layout and
questions.
- Copy - make a
copy
of the
form.
- Delete - delete
the form
from the
project.
- View
published
form - view the
published
form. Psst!
This
is
what
people
submitting
responses
see.
- Use the search and sort options to locate specific forms and adjust how the list is displayed.
Search Type a keyword in the Search field to locate forms based on title. Sort Click the Sort by option and select an alternative sort option from the dropdown to reorder the forms list. You can sort based on title, responses, total responses, accepting responses, or date updated.- Once
a sort
option
is
selected,
you
can
click
the ascor desc option
beside
the
current
sort
to
change
the
order.
Search Type a keyword in the Search field to locate forms based on title. Sort Click the Sort by option and select an alternative sort option from the dropdown to reorder the list of existing forms. You can sort based on title, responses, total responses, accepting responses, or date updated.- Once
a sort
option
is
selected,
you
can
click
the asc or desc option
beside
the
current
sort
to
change
the
order.
- Once
a sort
option
is
selected,
you
can
click
the ascor desc option
beside
the
current
sort
to
change
the
order.
Edit a form
Manage existing forms from a
project's Forms area.
- Click Jump
to in Teamwork's
main navigation menu.
- Search for and
select a
project.
- Go to the project's Forms area. The Forms tab
might be hidden under the More... option.
- Scroll to the relevant form in the list.
- Click the form's title to open the forms editor. Psst! You can also click the ... (ellipsis) to the form row's right, then select Edit.
- Update the form's questions, theme, and submission settings. You can update:
- Questions: Click the Questions tab on the form's left, then click a question type to add it to the form. Click the trash can on an existing form question to remove it.
- Display order: Hover over an existing form question and click the arrow to the question's left to move it up or down the form.
- Banner & colors: Click the color palette in the form's top right, then select new background and outline colors.
- Logo: Click the current logo (or placeholder), then upload a logo from your computer.
- Default settings: Click the Settings tab to the form's left, then update the form's default settings for responses, such as task list or assignee.
- Toggle the Accept responses option on or off, depending on whether you want to allow submissions.
- Click the paperclip to copy a link to the published form.
- Click the ... (ellipsis) in the forms editor's top right to manage additional form settings:
- View published form - view the published form in a new browser tab.
- Regenerate link - create a new shareable link for the form. Be warned: this deactivates the previous link.
- Copy form - make a copy of the form on the same project or another project.
- Delete form - delete the form.
- Click Publish at the bottom of the forms editor to save your changes. A pink dot overlays this button indicating you have unsaved changes.
Copy a
form
Copy existing forms from a project's
Forms section.
- Click Jump
to in Teamwork's
main navigation menu.
- Search for and
select a
project.
- Go to the
project's Forms section. The
Forms tab
might be hidden under the More... option.
- Scroll to the relevant form in the list.
- Click the ... (ellipsis) to the form row's right.
- Select Copy from the dropdown menu.
- Enter the new form's title.
- Choose a destination project from the dropdown. The form can be copied to the current project or to another project on your site.
- Click Copy Form.
The new form is created as a
draft in the chosen project,
inheriting
some default settings and some
properties from the original
form. Our recommendation?
Pop into settings to make sure
things are set up the way you
want them for this
project. Check out the form
settings below.
Property | Default
Setting |
---|---|
Title | What the user
copying the form
entered as the form
title. |
Description | Inherited from the
original form. |
Task settings | Uses the default
form editor
settings.
|
Form settings | Inherited from
the original
form. |
Accept responses | Turned off (so
responses aren't
accepted) when the
copied form is
first
created. |
Questions | The copied form
is populated with
all questions from
the original form.
Inherited
settings:
|
Logo and
branding | Inherited from
the original
form. |
Property | Default
Setting |
---|---|
Title | What the user
copying the form
entered as the form
title. |
Description | Inherited from the
original form. |
Task settings | Uses the default
form editor
settings.
|
Form settings | Inherited from
the original
form. |
Accept responses | Turned off (so
responses aren't
accepted) when the
copied form is
first
created. |
Questions | The copied form
is populated with
all questions from
the original
form. Inherited
settings:
|
Logo and
branding | Inherited from
the original
form. |
Another
option...
You can also find the copy
option whenever you are viewing an
individual form in the forms
editor.
- Go to
the project's Forms tab and click the relevant
form's name.
- Click the ... (ellipsis) in the forms editor's top right, then select Copy form.
Delete a
form
Delete existing forms from the project's
Forms section.
- Click Jump
to in Teamwork's
main navigation menu.
- Search for and
select a
project.
- Switch to the
project's Forms section. The
Forms tab
might be hidden under the More... option.
- Scroll to the relevant form in
the list.
- Click the ... (ellipsis) to the
form row's right.
- Select Delete from the dropdown.

All
responses (aka tasks)
already
created via submissions to
the
form remain as they are,
but
new
submissions can no longer
be
accepted. Deleted forms
remain
in the project's trash can
for
30 days, during which time
they can be
restored.
💡 Deletion too permanent? When editing a form, toggle
off the Accept
responses option
instead. This keeps the form
on the project, but no new
responses can be submitted.
Manage form
submissions
View and manage the tasks created
from form responses from one of the
project's tasks views.
- Once a form is submitted
through a published form, a new
task
is created in the form's
designated
task list.
- Click Jump to in
Teamwork's main navigation
menu.
- Search for and select a
project.
- Switch to the
project's List or Board view.
- 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, click the relevant form's title, then select the Settings tab in the forms builder to see which task list is associated.
- View each submission's task and its corresponding details.
- Task title: Populated as 'Form Submission:' followed by the response entered in the designated task title field for the form.
- Task description: Details the responses for each of the form's fields.
- Files: Any files uploaded with a submission are added as task attachments.📝 Tasks (and attached files) created from form submissions are displayed as created by a Teamwork service account called "Teamwork Bot."

Best
practices
- Manage submissions: Set time
aside to review forms' submissions on
a regular basis and action accordingly
depending on the form's purpose.
- Keep forms up to date: Update forms' questions in line with any related process or requirements changes. Make sure to turn off Accept responses on forms no longer required (or delete the form).
1. Also
available on legacy
subscriptions: Pro, Premium,
Enterprise.