Intake forms

Use an intake form to collect information from people outside your team. Choose the type based on where you want each response to go.

• Create an intake form from a checklist: Each submission adds a task (a row in Table view) to the same checklist. Use this for a shared queue of requests or applications.
• Create an intake form from a template: Each submission creates a separate checklist from the template. Use this when every response needs its own workflow.
• 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.