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How to use the template forms
How to use the template forms

Create your form from a template and make changes quickly and intuitively

Silvia Seles avatar
Written by Silvia Seles
Updated over a week ago

Reading time: 7 minutes

In this article, you will learn:

1. What are the form templates

At, you can create forms to organize information on your tasks. The demands are structured in the following way: the form is filled in by the requester with all the details, and each answer generates a new task, which can be viewed on your team’s board.

It’s worth remembering that forms can be filled in by users of your account and also by external guests (such as clients and partners, who do not need licenses to use the program).

We have developed some form templates to give you examples of use and a starting point for your creations. Build your forms from these templates and customize them quickly and intuitively: add or remove items, change questions or their order.

Your changes are saved as a form listed on your profile. You can always use these templates, which remain unchanged: this way, you can use them whenever you create a new form.

2. Using templates

To create a form, look for the icon called New task in the upper toolbar, in the right-hand corner. Click on the small arrow to see the options, and select the item Create form, as in the image below:

You will have two possibilities to start with:

1. New form: click the Create icon to create a completely customized form.

2. Use template: choose a form type, with questions already included, to begin customizing it to your needs.

Read about creating forms in our article “Creating forms to generate tasks in”

Take a look at more details about the form templates below:

2.1 Viewing templates

You can view templates in a list or grid, as in the following example:

You can also search templates by name or area. Place the cursor over the template to use or just to view it.

2.2 Types of forms

We’ve divided the templates into different areas to facilitate your choice: marketing, human resources, sales and information technology:

Choose from four categories:

1) Marketing

Campaign Briefing: receive the essential information needed for your marketing campaigns.

Content Marketing: request the needed information for creating content.

Brainstorm: receive input and insights regarding an important issue or topic.

Design Thinking: collect hypotheses, solve problems and deliver more value using design thinking concepts.

2) Human Resources

HR Request: receive all requests in a complete and organized manner.

Feedback: organize the needed data for employee feedback.

Recruitment: receive complete and organized information from job candidates.

Vacation Request: organize your employees’ vacation requests.

3) Information Technology

Granting Access: maintain centralized control over requests for systems’ access.

Support Request: manage the status of each support request.

Report Bug: concentrate bug reports in a single place.

Product Development: use this template to add tasks to the product development flow.

4) Sales

Register new leads: concentrate info on new leads in one place.

Categorizing leads: categorize your leads in a structured way without letting any opportunities pass you by.

Product sales: centralize control of inputs and outputs for your company’s products.

Lead generation: concentrate your data on lead generation in one place.

3. Editing

The central part of the create and edit screen is the form page where you can add, delete and rearrange items. Elaborate as many questions as you wish and place them in the most convenient order.

To include a type of question, click on the + icon next to the desired option, or drag it to the form. When adding one, the question type is indicated at the beginning.

To change the question type, simply delete the current one and select the new format.

3.1 Change question order

To change the order of a question, drag it to the required position.

3.2 Deleting questions

Now, if you want to delete a field, use the trash icon next to the question type:

3.3 Question description

If needed, add a description to the question to give it more context so that the answer will be more relevant. If you do not enter anything in this description, the field will not appear for the respondent.

3.4 Making a question compulsory

None of your questions need to be compulsory, but carefully analyze which items are essential to ensure you get all of the required data to complete the task. Click on the left-hand corner of a question to make it compulsory or not.

You must select the correct settings to add any answers to the required board:

4. Sharing forms

Once you have finished building your form, use the Share icon to forward it to your chosen respondents.

Configure the items as desired:

1) Enable public link: click on the icon to make the form public. The link can be shared with people who don’t have access

2) Collect respondents’ e-mails: the respondent will need to insert their e-mail to continue filling in the form. That e-mail will be defined as the task’s creator.

3) Send a copy of answers by e-mail: Should you opt to collect users’ e-mails, you can enable whether the respondent will receive a copy of their completed responses (proof of submission). The responses will be sent as per the image below:

You can also enable reCAPTCHA and confirmation messages, redirect to a webpage, allow user to send another reply and choose to show brand (this last one feature avaiable only to enterprise accounts).

Do you have any questions? Get in touch with us at or send us a message via chat.

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