Create an intake form from a checklist

Use an intake form when people outside your team need to send information that becomes work for someone inside it. A customer request or application is a common example.

Create the form

1. Open Create, select Start Blank, then choose Checklist and Intake.
2. Pick a prepared layout or start with a blank form.
3. Review the questions people will answer and any internal fields the team needs.
4. Open the intake settings to preview the form and copy its link.
5. Use Embed if you want to place the form on a website.

Setting up and receiving responses

You can configure and preview an intake form on Free, including its link and embed options. Public submissions require Pro. The app shows an upgrade notice when this is unavailable. Keep internal fields separate from the questions people will see.

Related help

• Create a template intake form
• Use Form view
• View plan options