Minimize the back-and-forth with structured sets of questions to be answered.
Collect and manage requests from clients and customers with forms branded with your company logo.
Automatically set attribute values for tasks created by form submission.
Automatically create relevant subtasks for tasks created through forms.
Protect internal data by never accidentally exposing users, lists, or other info from forms.
Control who can submit task forms, and who can edit them.
Set up your forms in draft mode and turn them live when you’re ready.
Mark questions as optional or required for the submitter.
Customize your external forms with your company logo.
Add optional notes or instructions for submitters.
Choose from over 10,000 unique icons.
Allow submitters to attach images, videos, and other files when they submit a form.
Hide old, inactive forms without losing any data.
Quickly create copies of task forms to minimize work.
Embed buttons to task forms to easily allow colleagues to file work requests directly from lists.
Whenever a task is created by a form, automatically create the right subtasks for it.
What people think of task forms.
Honestly, the most useful feature in Height’s task forms for us has been how customizable they are. I like that I can control the messaging, by being able to write the prompts that people see when filling out the form. Fixed prompts can’t always cover what info you’re looking for, and just exposing what fields are available rarely informs the user of what information is required for tickets.
The other features we like to make use of are making questions required, setting some questions as multiple select, and setting default attribute values so people don’t have to worry about how to tag the task to show up in the right place.
From a real data-nerd perspective, forms are the ETL of task creation, information is extracted from the user, transformed into a ticket, and loaded into the appropriate lists for you.
Adding a new task shouldn’t be a task in itself, and Height (with their task forms) exemplifies this philosophy perfectly. With the way task forms work, it’s really simple for our team to add new issues as quickly as possible, without sacrificing any important details.
Two key features for us are:
- Required fields ensure that we always have the right context, are always capturing the necessary info, and and that the right people are notified as tasks are submitted.
- Sharable web links for task forms make getting tasks from external stakeholders super easy.
Many teams across our company use task forms, including sales, ops, HR, design, product, and tech support. Using task forms helps us structure asks in exactly the right format that each team needs for fast execution.
We also really like that people that create tasks via a form can also easily stay in the loop, even if the tasks are private.