Building Your First Form — Fields, Options, and Publishing

This guide walks you through opening the Form Builder, adding fields, and publishing your first form.

Finding the Form Builder

Forms live in the Tickets section of the left navigation bar. Open Tickets and look for the Forms sub-section. From there, click New form to open the builder.

Naming your form

Give the form a name the team will recognise — this is the label that appears in the library, in Board Settings when you assign forms, and as a heading when someone fills in the form. For example: "Design brief", "Change request", or "Access request".

Adding fields

A form is built from a list of fields. Each field is a question or input the person filling the form sees. Click Add field and choose the type from the palette. The available types are:

• Text — a short single-line answer. Use for names, phone numbers, or brief responses.
• Text area — a large multi-line text box. Use for descriptions, requirements, or any answer that needs room.
• Number — a number-only input. Good for quantities, dimensions, or counts.
• Select — a dropdown where the person picks one option. You define the options.
• Multi-select — the same as select, but the person can pick several options at once.
• Radio — multiple-choice options displayed as buttons. The person picks exactly one. Use this when the options are few and you want them visible at a glance.
• Checkbox — a single yes/no tick box. Good for confirmations ("I have attached the brand files").
• Toggle — a sliding on/off switch. Works like a checkbox but feels cleaner for settings-style questions.
• Date — a date picker. Use for deadlines, event dates, or any time-based field.
• File upload — lets the person attach a file with their submission. Useful for design briefs that include reference images or requests that require a supporting document.
• Section header — a visual divider with a heading. Not a question — groups related fields so the form is easier to read.
• Note — a block of text. Not a question — lets you add instructions or guidance inside the form itself.

Configuring each field

Click a field in the builder to open its settings:

• Label — the question text the person sees. Make it clear and specific.
• Help text — an optional hint below the label. Use it to clarify what you're asking ("e.g. 1080×1080 px for Instagram").
• Required — when on, the form can't be submitted without this field filled. A red asterisk marks required fields.
• Options (for select, multi-select, radio) — the list of choices, one per line.
• Placeholder (for text and number fields) — faint example text inside the input before the person types.

Reordering fields

Drag the handle on the left of each field to reorder. Put the most important fields near the top so the form doesn't require scrolling for typical submissions.

Previewing the form

Click Preview at any time to see the form exactly as the person filling it will see it. The preview is interactive — you can fill fields to test the experience. Nothing typed in preview mode is saved.

Saving and publishing

Save stores the form as a draft. A draft can be edited freely and won't appear as an option when assigning forms to categories or boards. When you're satisfied, click Publish. Once published, the form is available to assign and will appear on relevant ticket creation windows.

You can still edit a published form at any time. Each edit creates a new version — existing ticket answers always display the form version that was active when the ticket was created, so old submissions stay readable even as the form evolves.