Board Forms let you collect information through a simple form and automatically send every submission straight into your Workspace board. No extra tools, no copy-pasting, and no technical setup.
Whether you’re gathering client leads, internal requests, or feedback, Board Forms help you turn any board into a structured data collection workflow in minutes.
✅ Who Can Use This Feature?
Free: Not available
Premium: Not available
Family: Not available
Workspace: ✅ Available (Workspace for Team users)
Platforms: Web (Forms are currently live on the web platform)
🧠 What are Board Forms?
Board Forms are shareable forms that are connected to a specific Workspace board.
🤔 What happens when someone submits a Board Form?
The submission goes directly into your board.
Your form fields are mapped to your board’s properties, so responses stay structured and organized.
Before you begin, you may also want to check:
💡 Common ways teams use Board Forms
🧑💼 New client intake Collect the details you always ask for (name, email, phone, needs) and automatically create a task for follow-up.
🛠️ Support or internal requests Let teammates submit requests in a consistent format so you spend less time asking follow-up questions.
📋 Project briefs and work orders Gather requirements upfront (deadline, priority, context) so tasks arrive clear and ready to assign.
🏨 Surveys and feedback Capture feedback in a structured way so you can review and act on it without searching through messages.
🧭 How to create a Board Form (Workspace, Web/Desktop)
Open Forms from the board menu
Open the board you want submissions to go into.
Click the three-dot menu ( ... ) in the board header.
Select Forms.
Choose New form.
🖼️ Add your form branding (logo and cover)
At the top of the form builder, you can add:
Logo image (optional)
Cover image (optional)
This step is not required but can help your form look familiar and professional for clients or teammates.
✍️ Add the form basics (name, description, task title)
Add a Form name.
Add a short description (optional).
Set the Task title (required).
Tip: Use a clear task title so new submissions are easy to recognize on your board (for example: “New client request: {Full name}”).
🧩 Add fields to your form (drag and drop)
In the Content tab, you can add fields by dragging them into the form.
📌 Task properties
You can choose whether to include common task fields such as:
Due date
Start date
Note
Tags
Attachments
➕ Custom fields
You can also add Custom fields (for example: text, dropdown, rating, phone, email, location, and more). To learn all about custom fields see here.
Tip: If you do not see the field you need, create it first using Creating and Managing Custom Fields in Workspace Boards, then add it to your form.
👀 Preview your form
Use Preview to see what the form will look like for someone filling it out.
This helps you confirm:
The wording is clear
Required fields are set correctly
The form is quick and easy to complete
💾 Save vs. Publish (what’s the difference?)
Save stores your form as a draft so you can continue editing later.
Publish makes your form live and generates a shareable public link.
🔗 Publish and copy your public form link
Click Publish.
After publishing, you will see a blue public link.
Copy the link and share it with clients, customers, or teammates.
Tip: This link can be shared anywhere. Anyone with the link can open the form and submit it.
⚙️ Manage form settings (section, confirmation message, link, expiration)
Open the form Settings tab to manage what happens after someone submits.
📌 Choose where new entries will go
Under New entries will go under, select the board section where new form submissions should appear.
💬 Add a confirmation message
Under Confirmation message, add a short message that people will see after they submit the form.
Example: “Thanks! We received your request and will get back to you soon.”
🔗 Copy the form link anytime
Under Link to form, you can copy the form URL again later.
⏳ Set an expiration time (optional)
Use Expiration time if you want the form to stop accepting submissions after a certain date.
🗑️ Delete or unpublish a form
From the Settings tab:
Use Unpublish to stop accepting new submissions (your link will no longer be active).
Use Delete form to permanently remove the form.
✅ What submitters will see
When someone opens your form link, they will see:
Your cover image and logo (if added)
Your form name and description
The fields you included
After they submit, they will see your confirmation message.
📥 What you will see on your board after submission
After someone submits a form:
A new task is created in the section you selected.
The task will include the answers (for example: tags, email, phone number, location).
In the task Activity, you will see that it was Created from a form.
🙋♂️ FAQs
🧾 Is Board Forms available on Free, Premium, or Family?
🧾 Is Board Forms available on Free, Premium, or Family?
No. Board Forms is available on Workspace plans only.
🌍 Can I share the form with people who do not use Any.do?
🌍 Can I share the form with people who do not use Any.do?
Yes. The form uses a public link that you can share with anyone.
🧲 Where do submissions appear on my board?
🧲 Where do submissions appear on my board?
Submissions appear as tasks in the board section you choose in the form Settings.
🧷 Can I add a message after someone submits the form?
🧷 Can I add a message after someone submits the form?
Yes. Add a confirmation message in the form Settings to show a final note after submission.
⏰ Can I stop the form from accepting responses?
⏰ Can I stop the form from accepting responses?
Yes. You can unpublish the form, or set an expiration time in Settings.
🧨 Can I delete a form?
🧨 Can I delete a form?
Yes. You can delete the form from the Settings tab.