How do I create a public form?

Open the project the submissions should go into, click the “Forms” tab, then “Create Form”. Every submission becomes a ticket in the task list you choose.

Steps

1. Open the project.
2. Click the “Forms” tab, then “Create Form”.
3. Enter a “Form Name” (for example “Bug Report”) and an optional “Description”.
4. Choose a “Target Task List”. This is required, and it’s where new tickets will be created.
5. Leave “Active” ticked to accept submissions right away.
6. Click “Create Form”. The form editor opens so you can add fields.
7. Add your fields and click “Save”.
8. Click “Open Form” to see the public page, and share its link.

Good to know

• Every form always asks for “Your Name” and “Your Email”. You don’t need to add those fields.
• Each submission creates an Open ticket titled “Ticket# ”. The submitter gets a confirmation email with a “View Ticket History” link, and the project lead gets a “New form submission” notification.
• Answers are saved on the ticket as custom fields, and listed in its description.
• You need access to the project. Viewers can’t create forms.
• Forms can’t be deleted. To stop submissions, set the form to Inactive.