With Forms in Rocketlane, you can create, share, and collect information in a structured format. Forms also allow you to automatically sync responses to project fields, task fields, and even create new tasks.

Here are a few use cases where you can use forms:

• Migration request forms
• Contact information forms
• Customer feedback forms
• Requirement gathering forms

How to Create a Form Template

You can create form templates from the templates section.

1. Go to Templates from the vertical navigation bar.
   
2. Go to Form Templates.
   
3. Click New Form Template 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 dropdown option next to the Add task button. You can select a relevant form template to add to your project.

It is that simple.

NoteYou 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.

NoteYou can add your form templates as subtasks in templates.

How to Share a Form with Your Customers

Forms in Rocketlane have shareable links. To collect information from people who are not necessarily involved in your project, copy the shareable link and send it to your customers.

If the respondent does not have access to the project, they will be presented with a web form version to fill in their responses.

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 a task field was used on the form, values for those fields will also get populated in the task's info section.