Using Forms to Create or Update Projects

Learn how to leverage forms to create and update projects, including custom fields.

Overview

Forms can be leveraged to display and update project information, including custom fields. An Account Administrator is required to create and publish the form, and a Project Administrator is required to add the form(s) to the project workspace.

Project Administrators can add forms to a project workspace in two ways:

• When creating a new project using a form
• In Project Settings (for existing projects)
• In a template, using the Additional Tabs option

How to Create a Form

Before a Project Administrator can add Forms to projects, an Account Administrator must create them.

1. If you haven't already, create a form. Forms can be used to create new projects and/or update existing projects.
2. If you want to allow project creators to choose which form(s) to add to the project workspace while creating a new project with this form, add the Project Tabs field to the form.
   
   Note: Alternatively, you can edit an existing published form and add the Project Tabs field to the form.
3. Publish the form. Project Administrators can now set the form as a project tab for new and existing projects.

How to Create a Project via a Form

Once a form is published, it appears in the Projects > Forms section. Published forms are visible to all account members, but only Project Creators and above can create projects using forms.

Select a form, then fill out the fields.

Select Save to finish creating the project and open it. Or select Save & Add Another to create the project and remain on the form page. This allows you to quickly create and customize similar types of projects without having to re-enter all of the same information.

How to Update a Project via a Form

Once a form has been added to the project workspace, it appears as a project tab.

Select the tab, then fill out the form fields. Select Save to save the project.

How to Add a Form to a New Project

Once a form has been created, a Project Administrator can add the form as a project tab during project creation.

1. In the left navigation, select Projects, then select a form.
2. Fill out the project information.
3. In the Project Tabs field, select the form(s) you would like to be displayed as a tab in the project.
   
4. Click Save. The project is created and the form(s) you selected appears as a tab.
   

How to Add a Form to an Existing Project

Once a form has been created, a Project Administrator can add the form to the project via the Project Settings.

1. In the project, open Settings from the Actions (“   ”) drop-down menu located to the right of the project name.
   
2. In the Additional Tabs section, select each form you would like to be displayed as a tab in the project.
3. Click Update Project. In the project, each form you selected now appears as a new tab, ordered alphabetically.