Nifty Forms
Nifty Forms make it easy to create beautiful forms and collect data without needing external integration tools. You can also use submitted responses to trigger automations within your Project, passing submission details into Tasks, Discussions, or Docs.
Popular Use Cases for Forms
Bug Reports, Tickets, or Feature Requests
Project Requests and Lead Generation
Client Intake Forms
Activating Forms
Your Workspace Owner can activate the Forms add-on from the Workspace Add-ons section within Workspace Settings.
Creating a Form
Access Forms: Go to the Forms tab in the Automations module, accessible via the lightning bolt icon at the top of a project.
Create Form: Click the Create Form tab. You can choose to have a Form response trigger one of the following actions:
Create a Task (details outlined later)
Send a Project Discussion Message
Create a Nifty Document
Building a Form
1. Form Name and Description: Add a title and description for your Form. These will be publicly displayed, so use this space to provide instructions.
2. Add Fields: Use the following field types for responses:
Text (single-line text box)
Long Text (paragraph-style box)
Dropdown (single option selection)
Multi-select (multiple options selection)
Number
Date
File (file upload)
+ Add Another Field: Add new fields to your Form.
X: Remove fields.
Drag-and-Drop: Reorder fields.
3. Dropdown and Multi-select Fields: Create predefined response options.
+ Add Another Choice: Add additional options.
X: Delete options.
Drag-and-Drop: Reorder response options.
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.
Ending Your Form
Success Message: Add a Success Title and Description to outline next steps.
Redirect URL: Alternatively, direct form submitters to a specific URL.
Create & Preview: Save your Form to review it. It will not be published yet.
Creating a Task from a Form Response
Task Creation: Choose the Status where the Task will be created. Map response fields to Task and Custom Fields.
Default Task Fields:
Name: Task name upon submission.
Description: Task description upon submission.
Dropdown Fields: Select a Dropdown Custom Field from the Project to populate Form responses.
Sync Options: Ensure responses from Dropdown fields are synced with your Form.
You will also be able to populate project Custom Fields as well, as seen with the Email field in the below screenshot.
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 Form Replies
Form Replies: View responses within the selected Form in Manage Forms, as well as in corresponding Tasks, Discussion messages, or Documents created as part of the Form automation.
Task-Automated Replies: Responses will populate the Task Name, Description, and any mapped Custom Fields.
Assigning Tasks: Assigning someone to the Status where responses are created can add actionability to your Form responses.
Additionally, assigning someone to the Status where the response Tasks are created is a great way to add actionability to your Form responses!
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).