How to Create Forms in monday work management
Jack Wallen shows you how to create a form in Monday Labor Management that can help you collect data.
Data is key to almost every business in the world. Many companies, teams, and other organizations use forms to collect data. You see forms everywhere and almost all companies integrate them in one way or another. But what about your project management tools? Monday Work Management has added a very useful form tool that will make it a lot easier for you to collect data from your customers, customers, teams or other stakeholders and I’m going to show you how to create your first form.
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Let’s create a simple contact form that you can then publish for different stakeholders to reach out to you. Although this is a rather simplified example, it will show you everything you need to know to start working with Monday work administration forms.
What you need to create a form in Monday work administration
The only thing you need to follow is a Monday work management. That’s it: let’s create our first form.
How to create your first Monday work management
Sign in to your Monday work manager account and select a workspace to contain the new form. After selecting the workspace, click Add under the workspace name. From the resulting pop-up menu (Figure A), click New Form.
Figure A
When the form editor opens (Figure B), click Edit Form.
Figure B
The form editor is pretty self-explanatory. Create the first item in the form titled Name. In my example I will create an entry where users can add their full names and make this a requirement. Once you’ve taken care of the first entry in the form, move your cursor to the bottom of the window to reveal the Add New Question button. Click on it to show a new drop down menu (Figure C) where you can choose from the many options that can be added to the form.
Figure C
Proceed to add the required elements to your form. When you’re done, click the Customize tab where you can further customize your form (Figure D) by making them anonymous, presenting them as a poll, hiding any branding, adding a custom submit button, and configuring what should happen after submitting.
Figure D
Next, click on the Publish tab and you will be presented with a share link and links to share via email, twitter, facebook, linkedin, whatsapp, html embed or QR (Figure E). Click the option you want to share the form with and close the window.
Figure E
How to display results from your form
You should now see your new form in the Workspace column. Click on this form and then on the Form Response Viewer. In this new window (Figure F) you can click through all the answers to your forms.
Figure F
In the same window you can save the answers as a PDF. The only limitation with this feature is that it only exports page by page. So you would have to export each answer as a separate PDF. If this was a more complete form, this would be a good option. Since we’ve created a simple contact form, you won’t want to export individual results as a PDF.
And this is how you create a form in your Monday work management account. I highly recommend using this feature by any business that needs to collect data from customers, clients, and other businesses.
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