With the Forms feature 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.

Short on time? Watch the video.

Have some time? Watch the webinar on forms best practices here.

How to Create a Form Template

Create form templates from the templates section.

Go to Templates > Form Templates and click the New Form Template button from the top-right corner of the screen.

Form Builder

You can create the form from the Builder tab by adding questions, project fields, and task fields to it.

To read about how to build a form, click here.

TipYou can add dynamic questions using the branching feature for questions with multiple choices.

This can also be exported as a CSV for further analysis.

Form Responses

The Responses tab lets you view all form responses in a table format. The responses are grouped by the projects they have been added to.

The columns for the table are:

Form Automations

The Automations tab allows you to create a task in the project when a form is submitted. If a task field was used in the form, the value will automatically populate in the created task field.

Form Settings

Responses

Manage how many responses can be accepted from a single user.

Sharing