Imagine being able to optimize all your business processes with just a few clicks. Forms that are perfectly tailored to your needs and tools that help you save time and increase your productivity. With monday.com WorkForms, this becomes a reality.

In our blog you can find out how you can revolutionize the way you work with these powerful and easy-to-use forms in monday.com, revolutionize workflows.

We have also created a YouTube video on the topic of forms. Watch it to accompany the blog post.

What is monday.com WorkForms?

monday.com WorkForms is a user-friendly solution for creating and and management of forms within the monday.com platform. These forms can be used for a variety of purposes, including collecting customer information , obtaining feedback collecting inquiries and much more.

monday.com WorkForm is included in all monday.com plans.

Advantages of using WorkForms

monday.com WorkForms offer numerous advantages:

How can I add a WorkForms?

There are two ways to add a WorkForms, depending on whether you already have a monday.com plan or not.

1. Add a WorkForms from my monday.com account

If you are already a monday.com user and have an account, you can create a new board or open an existing board. Then look for the “+” sign at the top of your board and select the “Form” option from the drop-down menu. See the image below for reference:

Your form will then be generated. You can click on “Edit form” to start editing without leaving your monday.com board without leaving. You can also select “Go to WorkForms”, to navigate to the WorkForms website and continue editing your form.

2. Add a WorkForm without a monday.com account

If you don’t have a monday.com account, you can create a WorkForms account and start creating forms right away!

Prepare your WorkForms settings and authorizations

It’s time to edit and customize your form! You can either create a new form from scratch from scratch or use one of the ready-made templates from monday.com templates.

• Customize your WorkForms

You can customize the logo, title and description of your form to match your brand identity, and clearly communicate the purpose of the form. To add a logo, click on the “Upload logo” option at the top of your WorkForm and select a file from your computer.

How you can design your form, by adding a background color or an image, adjusting the alignment or formatting your WorkForms, you can find out more in this article.

Note: You can preview your form before you submit it to make sure you’re happy with the design, layout and question selection, that you are happy with the design, layout and question selection. To do this, click on the “Preview” button in the top right-hand corner of the form.

• Choose your question type
  

WorkForms offers you a large selection of question types, so that you can design your form flexibly according to your needs.

To add a question, select the option “Add new question” and the desired question type.

If you move the mouse over the individual blocks within the question field, you can edit the question title and the optional description of the question. For question types that require predefined answer options , such as single or multiple choice questions or true/false questions, you can click on the options to customize them as desired.

Share your WorkForms

To share your monday.com WorkForms , click on the “Publish” option at the top right of the form. Here you can share your WorkForms via a link, embed your form on a website or share it on social media.

Analyzing the results

You can check and track the responses to your form in the “Analysis” button button at the top of the form.

On the left side of the screen you will see a menu with three options, that allow you to view the answers individually, as a summary or by analyzing the data.

Remember that if you have a monday.com account, you can connect your WorkForm to your account, to visualize all the data on your dashboard and create custom dashboards, with which you can better analyze your results.

Pricing monday.com WorkForms

monday.com WorkForms offers flexible pricing plans that adapt to the needs of companies of all sizes. The basic version is free and allows you to create and manage basic forms. For advanced features, such as advanced automations, integrations and larger team collaborations, paid plans are available.

Visit the pricing page of monday.com WorkForms for detailed information and to find the right plan for your team.

Use cases for monday.com WorkForms

• Customer feedback: A company can use WorkForms to systematically collect feedback from customers. This can help to identify weaknesses and improve customer service.
• Personnel management: HR departments can use WorkForms to collect applications, conduct employee surveys or manage onboarding forms.
• Project management: Project managers can use WorkForms to capture requirements, collect project feedback and create progress reports.
• IT support: IT teams can set up forms to collect support requests, report faults and collect feedback on IT services.

Conclusion

monday.com WorkForms offer companies a flexible and efficient way to create and manage forms, create and manageforms. They support a variety of business processes and help to improve the accuracy of data capture and promote collaboration. Through integration into the monday.com platform, they enable seamless transfer and management of data, resulting in significant time savings and increased productivity.

If you are looking for a way to optimize your business processes, you should consider monday.com WorkForms. Test this function and see for yourself, how it can improve efficiency and collaboration in your company.