Available on Starter, Deliver, Grow, and Scale subscriptions.
See the "Feature access" section below for more information.
What
Gather requests, feedback, and other information from internal or external people using forms. Each submission automatically creates a task in your project, with form responses added to the task description.
Why
  • Collect consistent information from respondents.
  • Update questions as requirements change.
  • Reuse forms by copying existing templates.
Who
  • Site admins can create, view, and manage forms on any project.
  • Project admins can create, view, and manage forms on projects where they're an admin.
  • Standard users and collaborators need the View Forms project permission to access a project's Forms area and view existing forms.
  • Standard users need the Add Forms project permission to create, edit, publish, copy, and delete forms.
When
Use forms whenever you need to collect structured information and automatically create tasks from submissions. Examples:
  • Design team: Gather new asset requests, then triage work from the resulting tasks.
  • Finance agency: Let retainer clients submit requests for new reports.
  • Product team: Gather feedback on a recent release and turn responses into actionable tasks.
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Learn in-app: Create a form



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. A draft is saved as soon as you create a form, then updates automatically as you make changes.
  • Each form can contain up to 150 individual questions or form components.

Feature access

Teamwork.com plan
Feature access
Starter
2 forms, no branding, no conditional logic
Deliver (& Pro)
Unlimited forms, no branding, no conditional logic
Grow (& Premium)
Unlimited forms, branding, basic conditional logic
Scale (& Enterprise)
Unlimited forms, branding, advanced conditional logic
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Form access options

Choose how respondents can access a published form.
Form type
Access
Best for
Public
Anyone with the form link can open and submit the form.
External requests, client submissions, website forms, or feedback from people outside your site.
Private
Only logged-in Teamwork users can open and submit the form.
Internal requests, team intake, controlled submissions, or forms that should not be shared externally.
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Private forms can only be opened by logged-in Teamwork users. Additional settings are available to restrict access to project members and create tasks on behalf of the logged-in submitter.

Step 1: Create a form

  1. Click Recent in Teamwork.com's main navigation menu.
  2. Select the Projects tab, then search for and select a project.
  3. Switch to the Forms view from the project's navigation menu.
  4. Click Add form in the view's top right. A draft is created immediately and saves automatically as you make changes.
    Add a form from the project Forms view
  5. Update the form's title.
  6. Build the form by customizing its style, adding questions, updating settings, and reordering fields.

Step 2: Choose a form responses task list

Form responses are created as tasks in the associated project. Choose which active task list should receive submissions. If you don't choose a task list, submissions are sent to the default Inbox task list.
  1. Select the Settings tab in the form editor's left panel.
  2. Click the Send responses to field.
  3. Select the task list where form responses should be created.

Once the form is published, each submission creates a task in the selected task list.
  • If the selected task list has default task properties, those properties are applied to tasks created from form submissions.
  • If a default board column has active triggers, those triggers are applied to tasks created from form submissions.
Auto complete and add subtasks triggers are not supported for tasks created from form submissions.

Step 3: Customize the form's style

Customize the form's style and branding.
  1. Select the Style tab in the form editor's left panel.

  2. Choose an option:
    • Submit button text: Set a custom label for the form's submit button.
    • Button color: Choose the form's button colors.
    • Background color: Set the form's background color behind the question panel.
    • Cover: Select a color or upload a banner image to display at the top of the form.
    • Logo: Upload an image, such as your company's logo.
  3. Click Preview to review your changes.
forms builder view top buttons options showing the preview button

Step 4: Add questions to the form

New forms include name and email fields by default. Keep, remove, or add fields as needed. New forms also use a single-page view by default. Add the Page option to create page breaks and build a multi-step form.
  1. Select the Build tab in the form editor's left navigation panel.
  2. Scroll to the question type you want to add.
  3. Click the question type to add it as a form field. The field is placed below the form's existing fields.
    To place a question on a different page, select Page in the Build tab to create a new page. You can also drag existing questions to another page.

  4. Add the question text respondents will see.
  5. Add optional description text to give respondents more context.
  6. Add any additional field details required for the question type.
    For dropdown, multi-select, and radio group questions, reorder individual options using the arrows beside each option.
  7. Click Link task field to sync a question to a task property. This is optional, but helps populate form responses into task properties.
    Paid per-user subscriptions can map single-line text and email fields to task titles. Scale subscriptions can use advanced field mapping, such as linking a dropdown field to task priority. Learn more
  8. Continue building the form:
    • Add more questions: Repeat these steps for each question field.
    • Remove questions: Click the trash can icon on an existing field.
    • Reorder questions: Drag a question to a new position.
    • Add page breaks: Add Page breaks as you build, or add them later and drag them into position.
Duplicate an existing question by selecting the copy icon beside the question field title.

Step 5: Update the form's settings

  1. Select the Settings tab in the form editor's left navigation panel.
  2. Update the relevant settings.
Setting
Description
Choose task assignees
Select one or multiple project members to assign to all tasks created from this form's submissions, or leave blank to keep tasks assigned to Anyone.
Link task field
Link form questions to task fields so responses populate the resulting task.
Private
Restrict access to logged-in Teamwork users. When enabled, additional options are available to restrict the form to project users and create tasks on behalf of the logged-in submitter. Leave this off for public forms that can be opened by anyone with the link.
Redirect URL
Send respondents to a specific URL after they submit a response.
Email form respondent
Send an email to the address submitted in the form response.
Confirmation message
Set a custom message to show after a response is submitted.
Show progress bar
Show respondents how close they are to completing the form. This only applies to forms that use pages.
Show 'Submit another' button
Show a Submit another button so respondents can submit another response.
Branding
Show or hide Teamwork.com branding on the published form. When enabled, Powered by Teamwork.com appears at the bottom of the form.
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Branding controls are available on Grow and Scale subscriptions and are independent of site-level branding settings.

Step 6: Reorder the form's question fields

Customize the order of questions in a form.
  1. Scroll to the relevant question field.
  2. Click and hold the question card, then drag it to a new position.
gif showing the forms builder and the process of dragging and dropping questions to reorder them on the form

Step 7: Preview the form

Preview the form before publishing to check the layout, question order, and respondent experience.
  1. Click Preview in the form editor header.
    forms editor buttons showing the preview option
  2. Fill out the form's fields with test data.
  3. Click Next to progress through pages, if the form contains multiple pages.
  4. Click Submit form, or your custom submit button text, to complete the test response.

Step 8: Publish the form

After adding the required questions, branding, and settings, publish the form and share it with respondents.

  1. Click Publish in the form editor header.
  2. Choose the relevant publish options:
    • Accept responses: Use the Active toggle to choose whether the form is open for responses. This is turned on automatically when you publish the form.
    • Copy link: Open the Options menu in the editor header, then select Copy link to form. For public forms, anyone with the link can access the form. For private forms, users must be logged in to Teamwork to open it.
    • Project-only access: When Restrict form to project users is enabled, only members of the associated project can submit the form.
    • Embed: Select Get form embed code from the Options menu to copy iframe code and embed the form directly on your website. Use this for public forms only.
    • View published form: Select View published form from the Options menu to open the published form as respondents will see it.
    • Create a new link: Select Create new link from the Options menu to void the previous access link and generate a new one.
    • Copy form: Create a copy of the form.
    • Delete: Delete the form.
Published form options
Only share private form links with respondents who can log in to Teamwork. People who are not logged in are redirected to log in before they can open the form.

Best practices

  • Gather the right data: Add the fields needed to understand or complete the request without unnecessary follow-up.
  • Set expectations: Use description text or follow-up messages to tell respondents what happens after they submit the form.
  • Keep responses organized: Create a dedicated intake task list for form submissions so new requests are easy to review and triage.
  • Choose the right access type: Use public forms for external submissions and private forms for internal requests that require respondents to log in.

Elevate

  • Automation: Save time by automating form response management. Create automations that run each time a task is created from a form submission.
    • Use notify actions to send custom emails to users.
    • Update the task's followers or assignees.
    • Log time, create subtasks, or create projects.