Overview

Monday.com Forms provide a simple and effective way to collect structured information from both internal team members and external users. Whether you’re gathering project requests, client feedback, or support tickets, Forms make it easy to centralize submissions directly into your boards.

This guide explains how to create, customize, and share Forms in monday.com and how to use them effectively for internal and external purposes.

---

📌 What Are Forms in monday.com?

Forms in monday.com are auto-generated from your board’s columns. When a form is filled out, the submission becomes a new item on that board. It’s perfect for:

• Project or task intake
• Bug reports
• Client onboarding
• Feedback or survey collection
• Internal request handling (e.g., IT, HR, Marketing)

---

🛠 How to Create a Form in monday.com

1. Go to the Board where you want to collect data
2. Click on “+ Add View” at the top of the board
3. Select “Form”
4. A form will be automatically generated using your board’s columns

🧩 Each column becomes a form field (text, dropdown, people, date, etc.).

---

🖌 Customize Your Form

Once your form is created, you can tailor it to match your needs.

Key Customization Options:

• Rename form title and description
• Hide columns you don’t want respondents to see
• Make fields required
• Reorder fields via drag-and-drop
• Customize labels to make questions clearer

Optional Settings:

• Enable/disable anonymous submissions
• Choose whether to show “Thank You” message or redirect to a custom URL
• Add a cover image or logo for branding

✏️ Pro Tip: Use clear, user-friendly labels and mark only essential fields as required.

---

🌐 Sharing Your Form (Internal & External)

Once customized, your form is ready to be shared.

To Share the Form:

1. Click “Share Form”
2. Copy the public link or click to embed it on your website
3. Send via email, Slack, or post on an internal wiki

Internal Use:

• Embed in internal dashboards
• Use for structured team requests (e.g., design or tech support)

External Use:

• Share with clients, contractors, or users (no login required)
• Use for collecting feedback, inquiries, or service requests

🌍 Forms are public by default—no monday.com login is needed to submit.

---

✅ Submissions Become Items

Every form submission automatically creates a new item on the connected board.

You can:

• View and track submissions like any other task
• Assign them to a team member
• Use status, date, priority columns to organize them
• Filter or group items by form source or type

🔄 Automate follow-ups, reminders, or assignments using automations.

---

🤖 Add Automations to Streamline Workflow

Set up automations to act on form submissions.

Examples:

• “When new item is created, assign to [Person]”
• “When item is created via form, notify [Team]”
• “When status is set to ‘Approved,’ move to another board”

⚙️ Combine Forms + Automations for end-to-end workflows.

---

📊 Analyze Form Data with Views and Dashboards

Use Table, Chart, Kanban, or Calendar views to make sense of the incoming data.

Create Dashboards to:

• Track form submission trends
• Monitor approval status
• Visualize types or sources of requests

---

🔐 Best Practices for Form Use

Tip	Benefit
Customize fields for clarity	Increases submission quality
Keep only necessary fields	Reduces form abandonment
Use automations for triage	Saves time and ensures follow-up
Embed on internal portals	Makes forms easier to find
Redirect to custom “Thank You” page	Enhances user experience

🧠 FAQs

Can people outside our team submit a form?
Yes. Forms are public, and anyone with the link can submit—even without a monday.com account.

Can I receive email notifications when a form is submitted?
Yes! Use automations like “When item is created, notify [Person]” to alert your team.

Can I restrict form responses?
While the form itself is public, you can limit access by sharing only with certain people or platforms. Use other tools like Zapier for advanced permission flows.

Can I edit the form design?
You can adjust fields, labels, images, and the thank-you message—but advanced branding is limited in native forms. For more flexibility, embed forms on your own website with custom CSS.