Create an intake form from a template

A template intake form creates a separate checklist for each successful submission, using the template and the submitted answers. Use it when each request needs its own workflow. To collect all responses as rows in one checklist instead, use a checklist intake form.

Set up a template form

Illustrative example URL.

1. Open the template settings and select Sharing.
2. Under Public intake form, choose Set up form.
3. Check that the template has the questions people should answer.
4. Under Created checklist settings, set the checklist name pattern, default owners, and assignees, then select Create form.
5. Use Link to preview or copy the URL. Use Embed to get code for a website.
6. To change an existing form, select Manage form under Public intake form on Sharing, make your changes, then Save.

Illustrative example URL.

Preview first, publish when ready

You can set up and preview the form on Free, but public submissions through its link or embed require Pro. Keep internal team fields separate from the questions that respondents will see.

Check a response

On a plan that accepts public submissions, open the form link and submit a clearly named test response. In the web app, select the template’s team and open Checklists. Find the new checklist using the name pattern you configured, then check its answers, owners, and assignees. Previewing the form alone does not confirm that a submission has created the expected work.

Related help

• Create an intake form from a checklist
• Choose task and answer types
• Manage billing