Creating and using Forms in Workast

Creating forms for your team allows users to quickly and easily provide information, and have it collected in a single location.  From help desk tickets to IT requests to time-off requests, internal communication can be made even easier with forms.

Adding the Forms extension to your space

  • Open the space where you'd like to add the extension.  You will need to add Forms separately to each space.
  • Click on the ellipses (three dots) next to the calendar to bring up the tab menu.

use forms to survey clients or colleagues in slack

  • Click on the box next to the "Forms" to add it to your space.

  • You are now ready to use Forms in your space. Click on the Forms tab to begin. 

Creating a form

Forms can only be created in Workast web app. Forms cannot be created inside of Slack.

  • Click on the Forms tab, then click the "Create" button.  

how to create a form with workast

  • Name your form and add a description if desired.   Click "Save."
  • Choose the form privacy setting.  By default, only members of your Workast team will be able to access the form.  If you want the form to be public so that anyone with the form link can access it, change the setting to "Public" by clicking on the arrow next to your team name.

  • Add default task options under the "Customize the task" heading if desired.  This will allow the form submissions to automatically be assigned to specific users and/or have a set due date set upon submission.
  • To add an assignee, click on the text field under "Assign to" and type the username of the desired assignee.  Click on their name when it appears.  Repeat for multiple assignees if desired.  Please note that users must be a member of the space to appear. 
  • To add a defined due date, click on the arrow under "Deadline" and select from the defined options how soon after the form is submitted that you'd like the task to be due. 
  • Add your first question/field by clicking on the arrow and selecting the question type and then clicking "Add question."

collect information in slack

  • Fill in the fields on the right-hand side as needed.  If the question is a required question, check the box labeled "Required."
  • Hit "Save" and then repeat for additional questions.

poll through slack

  • To change the order of a question in your form, select the "Move up" or "Move down" buttons.

use slack for collecting data

  • To delete a question, click on  "Remove question."

get information from your clients in slack

  • To edit or navigate between various questions, just click on them in the Preview column.
  • When you are ready to publish your form, click on the "Draft" button and change it to "Live."  

gather information using slack

  • Once you are done and have everything saved, click on the left arrow next to "Edit Form" to return to the main tab.

To unpublish or delete a form

  • To unpublish the form, click on the "Live" button and change it to "Draft."
  • To delete the form, click on the "Archive" button next to the "Edit form" heading.

Using forms

Forms can be filled out either in the Workast web app or in Slack.  Results and edits are available in the web app.

Using forms in a Workast Space

To access the forms in a space:

  • Open the space in the web app.
  • Click on the "Forms" tab.   If you don't see the tab, click on the ellipses (three dots) next to the Completed tab, then click on the box next to "Forms."
  • The forms available in your space will be shown in the tab.  Click on "Open form" to fill out the form, or "edit" to edit the form."

create a form

Filling out the form

  • Click "Open form" to open the form.

gather information using slack survey

  • Fill out the fields as needed.  Fields that are in red are required and must be completed before the form is submitted.
  • The date/time field is currently only available in the format MM/DD/YYYY HH: MM AM/PM and the time must be filled in when using the web app.  
  • For multiple-choice questions, click on the field and scroll up and down to choose your response.
  • When you are ready, click "Submit."  (Responses cannot be edited at this time.)

Viewing form submissions

  • Form submissions are viewed in the default list in the space in which the form is created. The default list is indicated by the red pin icon.  Here's more information on changing the default list.

see data gathered from surveys in slack

  • You can open the form request by clicking on it, just like any other task.  You'll find the username of the person who submitted the form, along with the responses.  Any attachments will be visible there.

create surveys and send through slack

Filling out forms in Slack

  • To fill out a form in Slack, use the /forms command.  Hit enter.

gather data using forms

  • A list of the current, published forms will appear.  Click "Submit Request" on the form that you'd like to fill out.

how to fill out a survey questionnaire and get answers

  • The form will appear for you to fill out.  

example of a survey form

  • Please note - attachments are not available in Slack, so any questions requesting attachments will be excluded from the Slack version of the form. 
  • Fill out the form.  Optional questions are indicated by the (optional) label.  Any questions without the (optional) label are required and must be answered before the form is submitted.
  • Click "Submit" when you are done to submit your form.

how to create a form or survey

Quick tip - you can use the shortcut button (lightning bolt) in Slack to submit form responses as well as any submit form buttons.  Click here to learn how to use the shortcut button with Workast. 

Providing your form link to external users

  • If you have set the privacy setting on your form to "Public," users outside your Workast team can access it and fill it out using your form link.
  • To get the link to your form, click on the "Open form" button to open the form in a new tab.  Then, simply copy and paste the link from your browser bar.  

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