Forms
📝
Forms
Collect data from anyone without exposing your workspace.
What are forms?
Forms let you collect data from people outside your workspace. Each form is linked to a board — when someone submits a form, a new record is created in that board.
Use cases:
•Employee leave requests
•Customer intake forms
•Bug reports
•Service requests
•Event registrations
Creating a form
1
Open your board
Navigate to the board where you want submissions to land.
2
Go to Forms
Click the board menu and select "Forms".
3
Create form
Click "Create form". Choose which fields to include, set required fields, and customize the title and description.
4
Publish
Publish the form to get a shareable URL. Anyone with the link can submit.
Form submissions create regular records in your board. You can use automations to act on new submissions automatically.
Form settings
Each form can be configured with:
•Title and description — Shown at the top of the form
•Field selection — Choose which board fields appear on the form
•Required fields — Mark fields that must be filled out
•Success message — Custom message shown after submission
•Published status — Toggle the form on or off