Intake forms collect requests from inside or outside your workspace and route them into task lists. Build fields, share a public link, and review submissions in the forms inbox.
Who this is for
Workspace members who can manage forms create and edit intake forms. Members with submit access can fill forms internally. Public links work for external requesters when enabled.
Before you start
At least one task list to receive new tasks.
Permission to manage forms or submit forms in your workspace role.
Steps
Open Tasks and switch to the Forms tab, or open list settings for a specific list.
Click New form and add fields (text, dropdown, file upload, and more) in the form builder.
Set routing rules so submissions create tasks in the right list with the correct assignee.
Enable public sharing when you need external requesters. Copy public link or copy embed code from the form editor.
Review submissions in the forms inbox. Approve or create tasks per your form settings.
Optional: add a Task created trigger in Workspace automations to notify a channel when a form creates a task.
What you should see
Submissions appear in the inbox or create tasks directly in the target list. Public forms show a branded page at your share link. Filled forms show Task created from form with an Open task action.
Troubleshooting
Forms tab is missing Confirm your role includes form access. Some workspaces limit form management to admins and editors.
Public link does not load Publish the form and enable public sharing in form settings. Unpublished forms show an Unpublished badge.
Submissions did not create a task Check routing rules and target list permissions. Review the inbox for submissions held for manual approval.
Common questions
Can anyone submit a public form?
Anyone with the public link can submit when public sharing is on. Internal members can also use Fill form inside Tasks.
Are file uploads supported?
Yes. Add a file upload field in the builder. Attachments flow to the created task when submission succeeds.
What happens when I delete a form?
The form is removed but existing submissions stay linked to tasks already created.