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. Each successful submission adds one task to this checklist, shown as a new row in Table view. It does not create a separate checklist for every response.

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 in Manage Columns.
4. In checklist settings, open Public intake to preview the form and copy its link. This is separate from publishing the checklist itself.
5. Use Embed if you want to place the form on a website.

Illustrative example URL.

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.

Illustrative example URL.

Check a response

On a plan that accepts public submissions, open the form link and submit a clearly named test entry. Return to the original checklist in Table view and check the new row, its answers, and any internal field defaults. This is where your team handles incoming responses.

If each submission should start a separate workflow rather than add a row, use a template intake form instead.

Related help

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