Collect requests with a form

A form intake is a simple public form that creates a task on your board. Clients, users, or colleagues fill in a title, a description, optional labels, and files. You decide which list the task lands in. Board managers create and edit forms.

Open the Intakes page

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1. Open the board actions (Shift+A) and choose Intakes.
2. New form intake (box 1) creates a form.
3. Each card (box 2) shows a form with its state, its target list, and the number of allowed labels. Primary marks the primary form.
4. Copy link (box 3) copies the public address of the form. Send it, or put it on your website.
5. The card menu (box 4) has more actions.

Create a form

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1. Basics (box 1): the Public name is the title of the form. Public instructions explain what you need, in one or two sentences.
2. Target list and Default priority (box 2) decide where new tasks land and how urgent they are.
3. Allowed labels (box 3) are the labels a sender can pick. Leave it empty to hide the labels field.
4. Active (box 4): only an active form accepts requests.
5. Primary public-board form (box 5): see below.
6. Choose Create form intake.

What “primary” does

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A board can have many forms, but only one primary form. When the board is public, its public page shows a Submit request button that opens the primary form, and the form links back to the board. A restricted board can keep a primary form ready; the button appears once the board is public.

Use Edit (box 1) to change a form and Deactivate (box 2) to pause it. Box 3 makes a form the primary one (Designate primary), or, on the primary form, Remove primary. Deleting a form is final; its tasks stay.

What senders do

1. They open the form link and fill in title and description, and pick labels and files.
2. To send, they confirm their email address with a six-digit code. With the same address they can sign in to Kanroo later and see their receipts.
3. They see a receipt with the task key, and get an email with a link to it.

Senders do not join your organization and cannot see the board through the form.

What you get

• A task in the target list with a clipboard icon (“Created from a form”).
• The task page shows the sender and the form under Source.
• The task stays unpublished: it never shows on a public board until an editor publishes it. See Public submissions on a public board.
• Nobody on the board gets a notification for a new request. Watch the target list, or filter for it.

Related

• Public submissions on a public board
• Set up an email address for a board
• Plans and limits