WorkForms in monday.com let you easily create custom forms to collect information, requests, or feedback, all connected directly to your boards. You can design branded forms, share them with anyone via a link, and automatically capture responses as items in your workspace. It’s a simple and organized way to transform incoming data into structured workflows that your team can act on immediately.

Let's dive in! 🤿

Note: Currently, you can enjoy WorkForms as part of your monday.com plan. Certain WorkForms features may require payment in the future.

Add a WorkForm 

Getting started with monday WorkForms is simple! Click on the blue + icon in your left-hand panel and select Form from the dropdown list. You can choose to create a new form from scratch or start with a template. 

A new form will open alongside a monday Main Table view, and a WorkForms Submissions Viewer board view.  From there, you can begin customizing your form without exiting your monday.com board! 

Note: Creating a WorkForm on your monday.com mobile app is currently unsupported. 

Build your WorkForm

The opportunities are endless when it comes to building your WorkForm, from the range of question and answer types to the visual layout of your form and everything in between!

You can begin building and customizing a WorkForm with AI by describing exactly the style and function of your form, and watch it come to life with a simple click of a button! 

Whether you begin your form from scratch, via a template, or using AI, you can access the WorkForm editor for customization right away!

Note: For more information on how to customize your WorkForm and to see all the customizable features, read our article on building your WorkForm. 

WorkForms settings and permissions 

To access your form settings, which include various permissions for your form, click the Settings button at the top of your form. From there, you can adjust both general form settings and monday.com settings for your form.

These settings include features such as allowing multiple form responses, saving a form in draft, and the edit submission option!

Note: For further information on customizing these features to suit your needs, read more about the various WorkForm settings and permissions.

Via the WorkForms settings, you can also enable translation with AI, allowing the submitter to select from up to 50 languages to view the form in!

Share your WorkForm

The magic moment has arrived, it's now time to share your completed WorkForm! To do so, click on the Share form button at the top right-hand side of your form view. Here you can choose further permission options for sharing. You can then choose to share your WorkForm with others via a shareable link, by embedding your form in a webpage, or by sharing it on various social channels.

Note: You can preview your form before sharing it to ensure you are satisfied with its design, layout, and question selection. To do this, click on the "Preview" button in the top left-hand corner of your form in Edit view.

When filling out long, complex, and multifaceted forms, submitters have the option to save their progress as a draft and return later to complete the form. At the bottom of the form, next to the Submit button, there is a Save as draft button. By selecting save as draft, the submitter's progress will be saved for them! 

Note: The Save as draft option can be activated in the form's settings. Files or signatures in the signature question will not be saved.

Collect and analyze results

Now that your completed WorkForm has been shared, you'll be able to track all responses by clicking the Results button in the top left-hand side of your form view. From here, you can view your results either as a summary or through data analytics.

In our article Share and analyze your WorkForm, you can read more about sharing your WorkForm, collecting data, understanding the analytics section, and automating your form. 

FAQs

What are WorkForms in monday.com?

WorkForms are customizable online forms that collect submissions directly into your monday.com board as new items.

Who can fill out a WorkForm in monday.com?

Anyone with access to the shareable link or embedded form can submit a WorkForm, even without a monday.com account.

Where do WorkForm responses go in monday.com?

Each submission creates a new item on the connected board, keeping all responses organized in one place.

Can I have multiple WorkForms on one board in monday.com?

Yes, you can create multiple WorkForms on the same board and route submissions to different groups.

Can I deactivate a WorkForm after sharing it?

Yes! Open the Share form tab and click Deactivate form. You can reactivate it anytime from the same place.