The monday.com platform is a Work Operating System (Work OS) empowered service that allows users to easily create and manage team projects and workflows without any extra hassle. It’s quite a simple, intuitive platform for personal or team projects to build and grow the workflow. You can adjust shifting, join all of your project members together for better transparency, collaborations & communication, etc. There is no need for additional long email threads, urgent meetings, and more. Now, if you want to Create a Form on Monday.com then check this 2021 guide completely.
Once you’ve created your project board on monday.com with all of your requirements or specifications for your teammates or clients, it’ll be easy for your team or business to create a form & include it on your website or share the form link directly to your clients. Now, the forms can be created and shared for multiple reasons such as client feedback, any kind of inquiry, work order, item order, and more. Keep in mind that changing or editing anything on the monday.com form view won’t gonna reflect on the board level because it’s a by-product of the board.
How to Create a Form on Monday.com | 2021 Guide
It’s also worth mentioning that anyone and everyone can easily fill out the form and submit it if they have the access to the form using the shareable link or embedded form. The form also supports different types of columns such as long texts, short texts, numbers, status, date, rating, file, phone, email, dropdown, checkbox, location, country, timeline, etc. Here dropdown indicates multiple selections of the items/works in the form. Now, without wasting any more time, let’s jump into the guide below.
Step 01 – Create a Project Board
After Logging in or Signing up for your monday.com account, you’ll need to create a project name and build a board for the project according to your work type. Once you’re done, you’ll have to create the form inside the board which will be based on the columns you insert. Keep in mind that the form submissions will create new items automatically.
