Knowledge Base

Before you start

The Forms feature needs to be turned on in a project's settings.

View forms

View existing forms from a project's Forms section.

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. 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
   Version	The form's version number
   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
   Actions	The vertical ellipsis () to the right of each form provides additional options: View published form - view the published form, aka what people submitting responses see. This option is only clickable for published forms. Edit - open the form 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
   Version	The form's version number
   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
   Actions	The vertical ellipsis () to the right of each form provides additional options: View published form - view the published form, aka what people submitting responses see. This option is only clickable for published forms. Edit - open the form editor to manage the form's layout and questions. Copy - make a copy of the form. Delete - delete the form from the project.

5. 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 the tasks created from form responses from any of the project's task-based views.

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.
   
5. View each submission's task and its corresponding details.
   
1. Task title: Populated as 'Form Submission:' followed by the response entered in the designated task title field for the form.
   
2. Task description: Details the responses for each of the form's fields.
   
3. 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."
   

 

💡 Take forms to the next level — create automations to take actions on tasks created via form submissions.

Export form responses

Create a quick report of form responses by exporting to CSV file.

1. Switch to a project's Forms tab.
   
2. Click the vertical ellipsis (three dots) on a form's right.
   
3. Select Export responses to CSV.
   
   
   
   
   

A CSV file is created and downloaded to your device. The form response ID is always included as column 1, followed by each of the form's custom questions in subsequent columns.

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

Edit a form

1. Click Jump to in Teamwork.com's main navigation menu.
   
2. Search for and select a project.
   
3. Go to the project's Forms area. The Forms tab might be hidden under the More... option.
   
4. Scroll to the relevant form in the list.
   
5. Click the form's title to open the forms editor. You can also click the vertical ellipsis () on the form row's right, then select Edit. 
   
6. Update the form's questions, theme, and submission settings. You can update:
   

    
   

   Questions	Add: Select the Content tab on the form's left, then click a question type to add it to the form. Remove: Click the trash can on an existing form question to remove it.
   Display order	Reorder: Click and drag an existing form question to a new position on the form.
   Banner colors	Customize: Click the paintbrush or pencil icon in the form banner's top right, then select new icon outline and background colors.
   Logo	Click the current logo (or placeholder), then upload a logo from your computer.
   Default settings	Select the Settings tab to the form's left, then update the form's default settings for responses, such as task list or assignee.
   Accept responses	Toggle the Active switch on or off, depending on whether you want to allow submissions.
   Copy link	Click the paperclip to copy a link to the published form.
   More options	The  in the form builder's top right provides additional options: View published form - view the published form, aka what people submitting responses see. This option is only clickable for published forms. 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

   Questions	Add: Select the Content tab on the form's left, then click a question type to add it to the form. Remove: Click the trash can on an existing form question to remove it.
   Display order	Reorder: Click and drag an existing form question to a new position on the form.
   Banner colors	Customize: Click the paintbrush or pencil icon in the form banner's top right, then select new icon outline and background colors.
   Logo	Click the current logo (or placeholder), then upload a logo from your computer.
   Default settings	Select the Settings tab to the form's left, then update the form's default settings for responses, such as task list or assignee.
   Accept responses	Toggle the Active switch on or off, depending on whether you want to allow submissions.
   Copy link	Click the paperclip to copy a link to the published form.
   More options	The  in the form builder's top right provides additional options: View published form - view the published form, aka what people submitting responses see. This option is only clickable for published forms. 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

7. Click Publish at the bottom of the editor to apply your changes to the published form. The changes auto-save in draft.
   

   
   

   
   

Copy a form

1. Click Jump to in Teamwork.com's main navigation menu.
   
2. Search for and select a project.
   
3. Go to the project's Forms section. The Forms tab might be hidden under the More... option.
   
4. Scroll to the relevant form in the list.
   
5. Click the vertical ellipsis () on the form row's right.
   
6. Select Copy from the dropdown menu.
   

   
   

   
   

   
   
7. Enter the new form's title.
   
8. Click the Destination project field and use the checkboxes to select the project(s) you want to copy the form to. The current project is selected by default. The form can be copied to multiple projects. 
    
    
    
   
9. Click Copy.
   

Delete a form

1. Click Jump to in Teamwork.com's main navigation menu.
   
2. Search for and select a project.
   
3. Switch to the project's Forms section. The Forms tab might be hidden under the More... option.
   
4. Scroll to the relevant form in the list.
   
5. Click the vertical ellipsis () on the form row's right.
   
6. Select Delete from the dropdown.
   

• 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).