Skip to main content

What Are Forms? (Beta)

Learn how forms work, their benefits, and how they simplify data collection and workflows in your workspace.

Updated over 2 weeks ago

What Are Forms in Productive?

Forms in Productive are customizable tools that help you collect, organize, and process information efficiently.

Whether you're gathering project requests, tracking client feedback, or managing internal approvals, forms simplify data collection and ensure the right people get the right information at the right time.

Plan Availability

Essential Subscription Plan

Forms with automations are available, limited to one form per project.

Professional Subscription Plan

Unlimited forms with automations are available. Automations are subject to default run limits.

Ultimate Subscription Plan

Unlimited Forms with automations are available. Automations are subject to default run limits.
Will include all upcoming advanced form functionalities 🚀.

Use Cases for Forms

You can use forms to:

  • Collect structured data

    Gather project briefs, IT requests, or HR inquiries in a consistent format.

  • Automate workflows

    Trigger actions based on form submissions (e.g., assign a task when a project request is received).

  • Improve team collaboration

    Ensure information is shared with the right teams instantly.

  • Enhance client communication

    Collect feedback, support tickets, or project updates directly from clients.

Key Benefits of Using Forms

✏️ Consistency—Standardize data collection, reducing manual errors.
✏️ Efficiency—Automate processes and eliminate unnecessary back-and-forth communication.
✏️ Accessibility—For now, forms can be accessed and submitted by team members.

Next Steps: How to Build a Form?

Now that you understand what forms are and how they can be used, let’s explore how to create one in Productive.

Check out our step-by-step guide: How to Build a Form?

Did this answer your question?