Home Guides Boards How to add forms to a Board?

Forms can be added to tasks through task templates. Once a form is a part of a task template, it can be added to any task on the board.

To add a form to a template, choose either the Board or Company level option from the “Has form” dropdown menu.



Now, choose the dynamic fields that will make up the form. Dynamic fields that can be added are: Date filed, Number, Dropdown Menu, Text Filed, and Text Area.


Once you are done, click “Create”.

To now open the link you can send to someone in your organization, open the Board Templates section and click on “company/board level form” text.



After sending out the form, you’ll be able to track all their responses directly from the board.

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