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Create a form

A form turns every submission into a task. Share it with clients or visitors and requests land on your board, already filled in.

Matches the live app1 min readUpdated Oct 20, 2026
app.taskift.com/brightside
The form editor with its settings on the left and a live preview on the right
FIG 1The form editor. The preview on the right updates as you type.

01Create a form#

  1. Open Forms from the view bar, or press Ctrl F.
  2. Click + New Form. The editor opens.
  3. Give the form a title and a description. The description is shown above the fields.
  4. Add your fields. See Fields and mapping.

Everything saves as you go. The preview on the right shows exactly what people will see.

02Make it yours#

LogoShow your logo at the top.
Brand colorThe form's accent color. Default uses Taskift green.
Submit button textThe words on the button, like Send request.
LayoutClassic puts all questions on one page. Interactive asks one at a time.
Close-up
FIG 2Classic or Interactive layout.

03Where tasks land#

Under Submissions, pick the Project and Status new tasks go to. A field can route a submission elsewhere, for example a Priority choice. See Fields and mapping.

04The thank-you message#

Set a Success title and Success message for people to see after they submit.

Related guides

Fields and mappingWhat goes whereShare a formLink, embed or openSubmissionsReview what comes inInvite a clientFree guest access
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