Nifty Forms allow you to easily build sleek, functional forms and collect data—without relying on third-party tools. Submitted responses can also trigger project automations, seamlessly sending form data into Tasks, Discussions, or Docs.
Popular Use Cases
Bug Reports, Support Tickets, Feature Requests
Project or Resource Requests
Client Onboarding & Lead Capture
Activating Forms
Workspace Owners can enable the Forms add-on from Workspace Settings > Workspace Add-ons.
Creating a Form
Access Forms: Navigate to the Forms module or find them under the Automations module (via the lightning bolt icon in a project).
Create a Form: Click Create Form and choose one of the following trigger actions:
Create a Task
Send a Project Discussion Message
Create a Nifty Document
Building a Form
1. Form Name and Description
Add a title and description. This is publicly visible, so use it to guide submitters.
2. Add Fields
Field Types include:
Text (single line)
Long Text (paragraph)
Dropdown (single selection)
Multi-select (multiple selections)
Number
Date
File Upload
Use:
"+ Add Another Field" to insert new fields
"X" to remove fields
Drag-and-drop to reorder
3. Field Descriptions
Add guidance or context via the field's options menu.
4. Dropdown & Multi-Select Options
"+ Add Another Choice" to insert options
"X" to delete
Drag-and-drop to reorder
The + Add another choice button allows you to create an additional response option, whereas the X button will delete this response option. The drag-and-drop tab on the left side of a section allows you to reorder your response options.
Conditional Logic in Forms
There are two types of conditionality available:
1. Conditional Fields
Dynamically show additional fields based on prior responses. For example:
Use the Set Field Condition to show a platform selection if the previous question asks about app types.
Conditions include:
Equals
Does Not Equal
Is Inputted
2. Conditional Placement
Control where the resulting task is placed based on form responses. For example:
Use Set List Condition to route submissions into a "Mobile Projects" list if the response indicates mobile app interest.
Placement conditions mirror field conditions.
Form Completion Options
Once you've finished with the fields of the form, you're able to shape the experience of how the form will conclude for the submitter.
Success Message: Add a Success Title and Description to outline next steps.
Redirect URL: Alternatively, direct form submitters to a specific URL.
Sending a Follow Up Email
You can also choose to send an email with dynamic content once the form is submitted.
Inserting Dynamic Data: Dynamic data from the form fields can be inserted between double curly brackets. For example, to address the submitter by the name inserted in the Name field of the form, use the code {{Name}}.
If your form is automated to generate a task upon submission, you can use the code {{TaskID}}. This is a fantastic way of proactively providing customers with reference IDs for request or bug submissions.
Note that curly bracket codes can be included in the subject line of your email as well.
Creating a Task from a Form Response
Task Creation: Choose the List & Status where the Task will be created.
Sync Form and Task Fields: You will also be able to populate project Custom Fields as well, as seen with the Email field in the below screenshot.
Syncing Options from Custom Fields: When selecting a Dropdown field for the Form, you will be able to select a Dropdown Custom Field from the Project instead of creating your own options.
Once selected, be sure to select the sync options action to populate the responses from your Custom Field.
Doing so will add your Dropdown responses into your Form.
Previewing, Publishing, Editing, and Deleting Forms
Manage Forms: All saved Forms are available in the Manage Forms tab of the Automations module.
Options Menu: Click the menu on the right side to Publish/Unpublish, Preview, Edit, or Delete the Form.
Published Forms: A URL will be provided for sharing or embedding in your website.
Once clicked into, you'll be able to see the current status of the Form as well as response details. When a Form is created, it is not yet Published. You'll find an option menu on the right side with the options to Publish / Unpublish, Preview, Edit, or Delete the Form.
Once Published, the Form will provide a URL that you can share or embed in your website.
Viewing and Exporting Form Responses
View replies in Manage Forms or linked Tasks/Docs/Discussions.
For task-automated forms, responses populate task fields directly.
Assigning users to the target List/Status ensures accountability.
Export replies to CSV directly from the Manage screen.
Forms Q&A
Can a Form exist outside of a Project? Forms are created and controlled within a Project but can be answered by anyone with the link. No Nifty account is required to fill out a Form.
Limit on Forms and Responses? There is no limit on the number of Forms. Each Form has a cap of 1000 responses per month.
Cost: Forms can be added to Starter, Pro, or Business subscriptions for a flat rate of $20/month ($16/month with annual billing).