A form belongs to a project: when someone fills it in, a task is created there. The customer needs no account — they just open the link and fill it in.
Field types
- Text and long text
- Email and phone
- Number
- Dropdown
- File — a screenshot or document
Conditional fields
A field can appear only after a particular answer. If “Issue type” is answered “Billing”, a “Transaction ID” field opens; otherwise it stays hidden. This keeps the form short.
- 1In the project settings create a new form and lay out the fields.
- 2Copy the form's public link.
- 3Send the link to the customer or put it on your site.
- 4Every submission shows up as a task in the project.