Within Teamwork, you can view and
manage existing intake forms on your
projects.
Note: Intake forms are
available on per-user Pro/Deliver
subscriptions and above.
Forms can be enabled or disabled by
a project or site administrator via the
project's feature
settings.
The ability to view, manage, and
create forms on a project is dependent on your project
permissions.
In the Forms area,
you will see a list of any existing forms
created for the project.
Customizing columns
By default, the forms list will
display the following form details:
- Title - clickable link to view the
form in the forms editor.
- Response task list - name of the task
list associated with the form.
- If the form is associated with a
specific task list, the task list
title will be a clickable
link.
- Total responses
- Accepting responses - whether the form
is currently active.
- Date updated
You can customize which of these
columns are shown by clicking the column
option to the right of the headings. Use
the toggles to show or hide the relevant
columns.
Note: The form title
column will always be visible and cannot
be toggled off in the column view
settings.
Form options
Click the three dots to the right of
a form row to access additional options for
the form.
More options:
- View published form
- Note: Users with only
permission to view forms will only
have access to this option if the form
is published.
- Users with permission to add forms will
see additional options to:
- Edit
- Copy
- Delete
Search
The search field in the top right of
the forms list allows you to search through
your existing project forms based on form
title.
Sorting
Using the Sort
by dropdown in the top right of
the forms list, you can switch your view to
sort the forms based on the different form
properties.
Note: By default, the
forms list will be sorted in descending order
by date updated.
Once you select a sort option, you
can toggle between ascending and descending
order.
You can also quickly sort the forms
list by clicking one of the form property
headings. Clicking a heading multiple times
will toggle the sort between ascending and
descending based on that property.
For more information, see: Creating Intake Forms on
Your Projects