Create an intake form from a template

A template intake form lets someone submit information that becomes a checklist for your team. A customer request is one example.

Set up a template form

1. Open the template and its settings.
2. Under Public intake form, choose Set up form.
3. Check that the template has the questions people should answer.
4. In Create a shareable intake form, set the checklist name pattern, default owners, and assignees, then save.
5. Use Link to preview or copy the URL. Use Embed to get code for a website.
6. To change an existing form, open Template Form from the same settings area.

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.

Related help

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