Forms

Forms allow you to create custom forms and collect submissions as tasks. You can add questions by clicking the + Add question button. Each question is linked to a task field.

To modify the placeholder text of a question, enter the new placeholder in the Placeholder input. You can further customize a question by clicking the ••• button next to it. From there, you can:

• Mark the question as required
• Enable long text to allow multi-line answers.
• Delete the question

You can also drag and drop questions to rearrange their order.

Form Actions

• View form - Click the View form button to preview the form.
• Copy form URL - Click the Copy link button to copy the form's URL.
• Activate/Deactivate form - Use the Active switch to enable or disable the form.
• Form options - Click the Form options button to customize form options.

Form options

Within Form options, you can:

• Set privacy - Restrict form access to workspace members only or make it public.
• Define default assignee & status - Choose who will be assigned the task and set the default task status for submissions.
• Customize submission message & button text - Personalize the message users see after submission and modify the submit button's text.