Needing 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 🖱️

 

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 of your form to align with your brand, and clearly display the purpose of the form.

• 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 logo

To add a logo, hover over the title block on your form, and click on the "Add logo" button in the top left-hand corner. A window will open allowing you to select a file from your computer.

Once you have selected your image, you can drag the squares to crop your image to a size that suits your needs. 

 

 

• Add a Title and Description 

The title and description on your WorkForm is a great way to better explain what the form is used for, or to include any additional details that you may need the responder 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.

 

• Header alignment 

You can choose to align your form header either to match the alignment of your form, or independently to the left, right, and center of the form. To choose your header alignment, hover over the header block and click on "Settings". From here, choose your alignment via the dropdown menu. 

 

 

• Submit button

In the "Submission button" block at the bottom of your form, you'll be able to customize the submission button with 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 title text and description of the submission! You can also choose whether to hide the success image or not. 

 

Design your WorkForm

With WorkForms, designing the form of your dreams is as easy as can be! The build tools to the right of your form will help give your form the look and feel that you need. 

• Add a background color or image

To modify the background color or image of your WorkForm, click on the image icon on the right-hand side of your screen. In the "Color" tab, you can choose a solid color for your background, and in the "Image" tab, you'll find some of our favorite background images to choose from. Alternatively you can also upload your own image by clicking "+ Upload your own" under the "Image tab".

 

• Choose the format of your WorkForm

When setting up your WorkForm, you can choose whether you'd like your form questions presented in "classic" format, or if you'd like the "one by one" format. 

 

With the classic format, all the questions in your WorkForm will appear in one view. The form responder can see all the questions at once and simply scroll down as they complete the questions within the form.

 

The one by one format allows the questions from your form to appear individually while the form is being filled out, eliminating the need to scroll and navigate between different questions. Using this formatting type, the form submitter can focus on each question without being overwhelmed by the entire form.

 

 

• Adjust the alignment of your WorkForm

Clicking on the grid icon on the right-hand side of your screen will allow you to adjust the placement of your WorkForm amongst its background. You can choose to align the form to the left, right, or center, and whether you'd like to have a frame surrounding it or not.

• Edit text color and font

By clicking on the "T" icon, you can change up the color and font of the text displayed on your WorkForm.

• Form and Text Direction

WorkForms also offer support for RTL (right to left) languages. If you'd like to change your form text to go from right to left, you can do so by clicking on the button with the two arrows on the far right of your screen.

 

Choose your question type

WorkForms gives you a wide variety of question types to choose from, ensuring you have flexibility when it comes to building your form to suit your needs.

 

• Add question and answer choices

It's now time to add and customize your WorkForm's questions! To begin, select "Add new question" and choose the type of question that you want it to be.

 

Hovering over each of the blocks within the question box will allow you to edit the question title and the question's 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 that you choose here will dictate the type of column that will be added onto your board if you choose to connect your WorkForm to a monday.com account.

 

• Modify questions

You control which questions appear on the WorkForm and which will 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. 

 

Preview your WorkForm 

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

 

 

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.