7 min read

Feature

Need to create a survey for company members, a form for a school outing, or a questionnaire for your customers? WorkForms is made to do this and so much more!

Designed to be an easy and efficient way to build forms, to ensure all of your needs are met. From the design, layout, and question choices, with monday.com WorkForms, you can create the perfect form with a few simple clicks 🖱️

Note: For an overview on the WorkForms feature and to learn how to add a WorkForm read our article on getting started! 

Introduce your WorkForm

Within the "Edit" tab at the top of your form, you can tailor the Welcome page, Logo, Title, Description, and Submission button to align with your brand and clearly display the form's purpose.

• Welcome page

You can choose to add and customize a welcome page on your form for submitters to begin their journey in completing your WorkForm. Click the toggle at the top of your form to begin customizing the Title, Description, and Custom start button. 

• Add a Title and Description 

The title and description on your WorkForm are a great way to explain what the form is used for and include any additional details that the responder may need to know. To add or edit the title and description of your form, simply click on the text box and type out your desired text.

Form description areas, such as the Welcome page, form description, question description, and Thank you description, all support rich text formatting. This allows you to use formatting features such as bold, italic, bullet points, hyperlinks, JPG/PNG images, and more. To edit the description, click on the text box and use the options that appear in the editing menu. 

• Submit button

In the "Submission button" block at the bottom of your form, you can customize the submission button with the text of your choice! Simply click on the submission block and begin customizing the button text in the text box. 

• Thank you screen

In the "Thank you" block at the bottom of your form, you can customize the submission's title and description! You can also choose whether to hide the success image. 

Design your WorkForm

With WorkForms, creating your ideal form is simple! Using the 'Design' tab at the top of your form, you can customize its look and feel. You can edit the text, choose a color theme, adjust formatting and alignment, add a background, display a progress bar, add a logo, and hide branding elements.

Note: Read our dedicated article on designing your Workform to understand the artistry behind building your form! 

The questions outline

Using the questions outline in the left-hand pane of your WorkForm, you can see all of your form questions in list view, navigate to each question with a click, add new content, and easily drag and drop questions to re-order them!

• Open the questions outline

To open the questions outline, click on the "list" icon at the top left corner of your WorkForm. Once selected, the outline will open as a left-hand pane on your WorkForm editor. 

To collapse the question outline, click on the "arrow" icon at the top of your question outline, next to "Content". The left-hand pane will then be hidden. 

• Navigate

No need to scroll through your WorkForm to find a specific question; you can navigate to a specific question using the question outline. Simply click on the question in the left-hand pane, and your screen will jump directly to that question. 

• Re-Order questions

Would you like to reorder your questions in your WorkForm? To move a question, click on the "dots" icon to the right of the question name in your question outline and drag the question to the spot in the list where you would like to move it. 

Questions that have been "Hidden" on your WorkForm will appear greyed out in the question outline. 

Note: The drag-and-drop feature in the questions outline does not support moving conditional questions. If you try to drag and drop a conditional question, it will return to its original position. 

Choose your question type

WorkForms offers a diverse range of question types to choose from, ensuring flexibility when building your form to meet your specific needs.

See each question type and the column type that it will correspond to on your monday.com board!

• Short text    →   Text Column

• Long text    →    Long Text Column

• Number     →    Numbers Column

• Single select →   Status Column

• Multi select  →    Dropdown Column

• Date        →    Date Column

• Date range   →    Timeline Column

• Phone       →    Phone Column

• Email        →    Email Column

• Location     →    Location Column

• Country     →    Country Column

• Upload file   →   Files Column

• Link        →    Link Column

• Rating      →   Rating column

• True/False   →    Checkbox column

• Signature    →   Files Column

• People.     →    People Column

• Add question and answer choices

It's time to add and customize your WorkForm questions! To begin, select the "+ Add content" button in the left-hand pane to add a new question.

From the question menu that appears, select the question type you wish to add by selecting the checkbox next to the question type, and select "+ Add to form". 

Hovering over each block within the question box will allow you to edit the question title and its optional description. If you've chosen a question type that requires pre-set response options, such as a single-select, multi-select, or True/False question, you can click into the options to edit them as you wish.

The question type you choose here will dictate the type of column that will be added to your board if you connect your WorkForm to a monday.com account.

• Modify questions

You control which questions appear on the WorkForm and which remain hidden, as well as various other question settings. By clicking on the "cog" icon, you will see further settings available for that question. These can include making a question "Required", setting the default date, and providing a timestamp. 

Note: To understand more about the available question types and how to modify them, read our article on WorkForms question types. 

Design your layout

Through the use of Content blocks and pages, you can customize the layout of your form, keeping all your questions contextualized and structured to suit your needs. 

• Add Content blocks

Content blocks enable you to add rich text sections, such as titles, descriptions, or dividers, between questions in your form. They help clarify instructions, add context, and maintain a professional flow throughout the form!

• Utilize pages

The layout options for your form are managed by positioning your questions either within a single page or outside of the page. Customizing the layout is a useful way to keep your form questions organized and clear. You can use a page to group all of your questions into a single view, or divide questions outside of the page to have some questions appear one by one in your form. 

Note: To understand more about utilizing content blocks and modifying the format of your form, read our article on Organize your Workform with content blocks and pages. 

Preview your WorkForm 

Now that all your design elements have come together, you can preview your WorkForm to see how it will appear to submitters. Click on the "Preview" button in the top left-hand corner of your form. A new browser tab will open, displaying a preview of your form.