Skip to main content
Form templates help your team ask consistent questions across customer projects. Each task receives an independent copy that you can adapt for that customer. A form template contains questions and a response policy. A project template contains the delivery plan, including its tasks and any attached forms.

​
Open the library

Go to Configuration → Project Templates, then select Form Templates. Search by name, description, or creator. The list shows the number of questions, Draft or Published status, and when a template was updated.

​
Create a form template

1

Choose a starting point

Select Form Template, then Create from scratch or Create from a template. Browse saved team templates and starters such as onboarding intake, QBR preparation, or implementation requirements.Choosing a starter opens a copy for you to customize.
2

Build the questions

Add a title, description, and questions. Review required answers, choice options, conditions, and the customer response policy. See Task Forms for the question types and form-building controls.
3

Save for reuse

Choose Save as draft to keep unfinished work in the library. Choose Save template when it is ready for your team to use. A reusable template needs a name and at least one question.
Save template gives the library entry Published status and makes it available for reuse. It does not publish a customer-facing form or start collecting responses.

​
Use a template on a task

Open a customer project’s task and choose Form → Add form → Start from templates. Select a published template, then review and customize the copied questions. Save and publish the task form when it is ready. Configure customer access separately. You can also use a saved form template while adding a form to a task in a project template.

​
Edit, duplicate, or remove templates

  • Edit: update the source for future copies. Existing task forms keep their own questions and settings.
  • Duplicate: open a new editable copy, then save it with its own name.
  • Delete template: confirm removal from the library. Existing task copies remain available.
Saving an existing Published template with Save as draft withdraws it from the template picker. Select Save template again when it is ready for reuse. Existing task copies are unaffected.

​
FAQ

Check that you are in the correct workspace, the template is Published, and it has not been deleted. Drafts remain in the library but are not offered for new task forms.
Check the title, question labels, choice options, and conditional answers. Save template also requires at least one question.
No. Task forms are independent copies. Edit and publish each task form separately when an existing customer’s questions need to change.