Overview
Forms & intake, explained.
Forms turn messy requests from email and chat into structured tasks. Add conditional questions, file uploads and required fields, then route every submission to the right project and owner automatically.
What's included
- Drag-and-drop form builder
- Conditional logic and branching
- File uploads up to 1GB
- Auto-assign by answer
- Branded forms for external use
How it works
- 01Build your form and choose a destination project
- 02Share the link or embed it on your site
- 03Submissions become tasks instantly
- 04Automations handle routing and replies
Good to know
- Remove branding on Business and above
