TABLE OF CONTENTS
How to Create a Form Template?
How to Add a Form to Your Projects?
How to Add a Form to Your Templates?
How to Share a Form with Your Customers?
How to Configure Automations in Forms?
With the Forms feature at Rocketlane, you can now create, share, and collect information in a structured format. But that's not all; the forms feature also allows you to automatically sync responses to project fields, task fields, and even create new tasks!
The possibilities are endless but here are few of use cases where you can use forms:
The possibilities are endless but here are few of use cases where you can use forms:
- Migration Request Forms
- Contact information Forms
- Customer Feedback Forms
- Gather Requirements
How to Create a Form Template?
Create Form Templates from the template section.
- Go to Templates from the Vertical Navigation Bar.
- Go to Form Templates.
- Click on the New Form Template button from the top-right corner of the screen.
How to Add a Form to Your Projects?
You can add forms to your projects by selecting the drop down option next to the 'Add task' button. You can select a relevant form template to add to your project.
It is that simple!
It is that simple!
Note: You can add your form templates as subtasks in projects as well.
How to Add a Form to Your Templates?
You can add forms to your templates by selecting the 'Add form' button next to the 'Add new task' button. You can select a relevant form template to add to your project.
Note: You can add your form templates as subtasks in templates.
How to Share a Form with Your Customers?
Forms in Rocketlane have shareable links. If you want to collect information from a larger at necessarily involved in your project, simply copy the shareable link and send it to your customers.
If the respondent doesn't have access to the project, they will be presented with a web form version to fill in their responses.
If the respondent doesn't have access to the project, they will be presented with a web form version to fill in their responses.
Note: In case the link is shared with a person not added to the project, the responses will be recorded as anonymous users.
How to Configure Automations in Forms?
You can automatically create a task in Rocketlane when each form is submitted, the responses will be copied to the description section of the newly created task. If task field was used on the form, values for those will also get populated in the task's info section.
Hey! Here's hoping that this support document was useful. You can write to us at care@rocketlane.com in case of any queries.