Request forms

A request form gives clients and other teams one place to send work, and turns each request into a task on your board.

1. Open the board and open the board settings menu → Request form.
2. Set the Form title and an Intro that tells people what to include.
3. Choose where New requests go to.
4. Under Also ask for, tick any custom fields you want on the form.
5. Click Create form. Copy the Public link and share it.

What requesters see

Anyone with the link can send a request with no account. They enter their email, a title, details, an optional due date, one file, and any fields you chose.

What happens next

• Each request becomes a task in the list you chose, with the requester's email in a Requester email field.
• Board members are notified.
• The requester gets a receipt by email, and another email when the task is done.

Good to know

• Turn off Accept requests to close the form right away.
• New link replaces the link; the old one stops working.
• Click Preview to see the form as requesters do.
• Requesters can attach one file up to 10 MB.
• Forms are rate-limited to stop spam, so one person can't send a flood of requests.
• Guests can't set up request forms. Request forms are included on every plan.