Form creation

Create a new form if:

• you start tracking a new type of data (clients, requests, deals, invoices, etc.),
• existing forms do not fit the structure or logic,
• you need a separate process with its own stages and access rules.

If a form already exists but needs changes, use Form setup.

How to create a new form

Below is the process of creating a new form without adding fields.

Step by step

1. In the side menu, go to Profile.
2. Open the Forms tab.
3. Click Create form.
4. Choose a ready template or an empty Custom template.
5. Enter the form name.
6. Choose the form icon and its color.
7. Click Create.

Basic form setup

Below are the main form settings available after creation.

What can be configured

• form name and icon,
• the folder where the form will be located,
• task title prefix settings,
• the area for print templates.

👉 Details: Base form settings