Manage Forms - Teamwork.com Support

What	View and manage existing intake forms on your projects.
Why	View a project's active forms and how many responses they've received. Edit forms to reflect changing requirements. Use forms as templates by making a copy each time you need a similar set of questions. Manage public and private forms, including publishing, sharing, copying, and deleting forms.
Who	Site admins and project admins can view and manage forms on a project. Standard users and collaborators with the View forms permission can access the project's Forms tab and view existing forms. Standard users with the Add forms permission can create, edit, publish, copy, and delete forms.
When	You want to review existing forms, update questions and layout as requirements change, or stop accepting responses without deleting the form.

Before you start

The Forms feature needs to be turned on in a project's settings.
Depending on your project's navigation configuration, Forms may be available under More in the project navigation.

View forms

View existing forms from a project's Forms tab.

Open the relevant project.
Select Forms from the project navigation.

View details for each form. The project's existing forms are displayed in a table with columns showing different form properties.

Form property	What it is
Title	The form's name
Version	The form's version number
Responses	The task list where submissions from the form are created.
Total responses	Count of form responses received to date
Accepting responses	Indicates whether the form currently accepts submissions.
Date updated	The date and time the form was last updated
Actions	The three dots to the right of each form provide additional options: View published form - open the published version of the form. This option is only available for published forms. Edit - open the form editor to update the form's layout, questions, and settings. View responses - open the form's responses view. Copy - make a copy of the form. Export responses to CSV - download the form's responses as a CSV file. Delete - delete the form from the project.

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 a column heading to reorder the forms list based on that property. Click the column heading again to switch between ascending and descending order.
Sort by title, responses, total responses, accepting responses, or date updated.

Manage form submissions

View and manage tasks created from form submissions in any task-based project view.

Open the relevant project.
Select List or Table from the project navigation.
Select the form's designated task list in the task lists panel on the view's left.
Not sure which task list? Open the project's Forms tab and scroll to the relevant form. The associated task list is noted in the Responses column.
View each submission's task and its corresponding details.

Task title: Uses "Form Submission:" followed by the response entered in the designated task title field.
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 via form submissions display as created by a Teamwork.com service account called "Teamwork.com Bot."

Use automations to trigger actions on tasks created through form submissions. Create automations to take actions on tasks created via form submissions.

Export form responses

Export form responses to a CSV file.

Open the relevant project and select Forms from the project navigation.
Click the three dots on a form's right.
Select Export responses to CSV.

A CSV file is created and downloaded to your device. The export includes the response ID and one column for each form question.

You can also export while viewing the form builder by clicking the three dots in the builder's top right.

Edit a form

Manage existing forms from a project's Forms tab.

Open the relevant project.
Select Forms from the project navigation.
Scroll to the relevant form in the list.
Click the form's three dots, then select Edit.
Update the form's questions, style, and settings.
Click Publish in the editor header to apply your changes to the published form. The changes auto-save in draft.

Editor area	What you can update
Build	Add, remove, reorder, or edit form questions and content blocks.
Style	Update the submit button text, button color, background color, cover, and logo.
Settings	Update response destination, task assignees, redirect URL, respondent email, confirmation message, progress bar, submit another button, branding, and access settings. When Private is enabled, additional options are available to restrict the form to project users and create tasks on behalf of the logged-in submitter.
Options menu	Access publishing, sharing, export, copy, and deletion options for the form.

← Swipe to scroll

Use the form editor's Options menu for sharing and publishing actions, such as copying the form link, getting the embed code, or creating a new link.

Copy a form

Copy existing forms from a project's Forms tab.

Open the relevant project.
Select Forms from the project navigation.
Scroll to the relevant form in the list.
Click the form's three dots, then select Copy.
Enter the new form's title.
Click the Destination project field and select the project or projects you want to copy the form to. The current project is selected by default.
Click Copy.

The new form is created as a draft in the chosen project, retaining some of the original form's settings, including whether the form is public or private. Review the copied form's settings to make sure they suit the destination project.

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. Task list: Inbox Assignee: Anyone Task title: Form title
Access	Inherited from the original form, including private form settings such as Restrict form to project users and Create task as submitter.
Form settings	Inherited from the original form.
Accept responses	Turned off when the copied form is first created.
Questions	The copied form includes all questions from the original form, including: Question display order Individual options in dropdown, multi-select, or radio group fields Required setting for each question field
Logo and branding	Inherited from the original form.

← Swipe to scroll

Delete a form

Delete existing forms from a project's Forms tab.

Open the relevant project.
Select Forms from the project navigation.
Scroll to the relevant form in the list.
Click the form's three dots, then select Delete.

Existing tasks created from form submissions remain unchanged, but new submissions can no longer be accepted.

Deleted forms remain in the project's trash can for 30 days and can be restored during that time.
Deleting a form does not delete tasks already created from previous submissions.

Want to keep the form without accepting new submissions? When editing a form, toggle off the Active option instead. This keeps the form on the project, but no new responses can be submitted.

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).