Skip to content
MasterForms

Forms for your team

Some forms aren't for customers at all: a visit report, an inspection checklist, a handover. Make them team forms. Your team fills them in on an item, inside monday.com, and the answers go straight into that item's columns.

1 min read

  1. Choose who fills it in: In Form settings → General → Access, set Who fills it in to Your team, in the item card.
  2. Publish.
  3. Fill it in on an item: Open the item, choose MasterForms in the item card, then Team forms, and pick the form if there are several. Change the answers and press Save changes.
Who fills it in: your team, in the item card. The form has no public link.

What changes for a team form

  • It opens only in the item card, where saving changes that item. It doesn't make new items.
  • It has no public link. Opening the link, sending a response, edit links, private item links, Let people find their answers and Save and finish later all refuse it, with "This form is filled in by the team inside monday.com."
  • Require a password is hidden, as there's no link to protect.
  • Preview still works, so you can try the form before publishing.
  • Share shows A form for your team, with the steps to open it in the item card.
  • Like any form in the item card, it's for members of the account, not guests or viewers, and it keeps working while the form is paused.
Share for a team form: where to find it in the item card.

Tip: A typical team form: a technician's visit report, with a checklist, photos and the customer's signature, filled in on the job's item on a laptop or tablet at the site. Saving puts the answers on the item and, with a PDF template, attaches the signed report. See Visit reports filled in on the job.

Still stuck? Email us a screenshot and your board link, or book a 15-minute call.