Forms

FanDesk Forms lets you build forms, collect responses, and connect submissions directly into your project workflow — with AI generation so you spend seconds, not hours, building them.

Creating a Form

Manual Form Builder

Build forms with drag-and-drop simplicity:

1. Go to Forms in the sidebar
2. Click + New Form
3. Give the form a title and optional description
4. Click Add Field and drag fields into order
5. Configure each field — label, placeholder, validation, and whether it's required
6. Reorder fields by dragging
7. Preview the form before publishing

AI-Generated Forms

Describe what you need in plain language — FanDesk builds the entire form structure:

1. Click Generate with AI
2. Type a description: "Bug report form with severity level (P1–P4), steps to reproduce, expected vs actual behavior, and a file upload for screenshots"
3. AI generates the complete form with appropriate field types and validation
4. Review and customize — add, remove, or reorder fields as needed
5. Publish when ready

This is the fastest way to create forms. The AI understands context like "bug report", "feedback survey", "customer intake", or "employee onboarding" and generates appropriate fields automatically.

Generate Form from a Task

Create a form pre-linked to a specific task:

1. Open any task in a project
2. Click Generate Form from the task actions menu
3. AI creates a form tailored to collect structured input for that task (e.g., requirements, feedback, approvals)
4. The form is automatically linked to the task — submissions appear in the task's linked forms panel

Field Types

FanDesk Forms supports a full set of field types for any use case:

Field Configuration

For each field, you can set:

• Label — The question text shown to respondents
• Placeholder — Helper text inside the input field
• Required — Whether the field must be filled to submit
• Description — Additional instructions shown below the field label

Publishing & Sharing

Publishing a Form

A form must be published before it accepts submissions:

1. Click Publish — the form goes live at its unique URL
2. The form status switches to "Open" — submissions are now accepted
3. Click Close Form to stop accepting new responses (existing submissions are preserved)
4. Click Reopen to start accepting submissions again

Sharing Options

• Direct link — Copy the form URL from the form settings and share anywhere: email, Slack, website, social media
• Share via FanDesk — Use the Share button to send the link directly via FanDesk email
• DeskMate — Ask DeskMate to "share the onboarding form with everyone in #new-hires"

Linking Forms to Your Workflow

Link to a Project (Auto-Create Tasks from Submissions)

When you link a form to a project, every form submission automatically creates a new task in that project:

1. Open the form settings
2. Click Link to Project
3. Select the project
4. Choose which status new tasks should start in (e.g., "To Do" or "Backlog")

This is powerful for intake workflows:

• Bug report form → each submission becomes a bug task in the Engineering project
• Feature request form → each submission becomes a backlog item in the Product project
• Support request form → each submission creates a task in the Support project

Link to a Specific Task

Link a form to a task to collect structured input for that specific piece of work:

• Use for requirements gathering ("fill this form before we scope your feature")
• Use for feedback collection ("complete this review before we close the task")
• Submissions appear directly in the task's linked forms view

Unlink

Remove a link at any time from form settings — existing submissions are not affected.

Submissions & Responses

Viewing Responses

1. Open any published form
2. Click the Submissions tab
3. All responses appear in a table with timestamps
4. Click any row to see the full submission detail

Response Table

Each submission shows:

• Submission date and time
• All field responses
• Link to any auto-created task (if linked to a project)

Managing Submissions

• Filter — Filter submissions by date range or field values
• Export — Download all submissions as a CSV for analysis in spreadsheets
• Delete — Remove individual submissions (irreversible)
• View linked task — Jump to the auto-created task from any submission

Form Analytics

Track how your form is performing:

• Total submissions — Cumulative response count
• Submissions over time — Chart showing submission volume by day or week
• Completion rate — How many people who started the form actually submitted it (if measurable)

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