Intake forms

Use an intake form when someone needs to submit information that your team will handle as a checklist.

• Create an intake form from a checklist: Choose a layout, review its fields, and prepare a link.
• Create an intake form from a template: Use reusable questions to generate checklists from submissions.
• Use Form view: Work through questions inside a checklist.

You can configure a form before activating public submissions. The ability to accept public submissions requires Pro.