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# Create forms and turn submissions into tasks and documents

Use Forms to collect requests, project briefs or feedback in a consistent format. Creating forms requires **Business**.

## Build a form

1. Open **Forms** and choose a blank form or a template.
2. Select the destination space and give the form a clear name.
3. Add and edit fields, using the live preview to check the order and wording.
4. Explain what respondents should provide and make only essential fields required.

## Choose what a submission creates

Open **After submission**. Responses can create a task, a document, both or neither.

- For **tasks**, review the destination and defaults such as list, state, priority and assignee.
- For **documents**, review the title, folder and whether answers or submitter information should be included.
- Responses remain available in **Submissions**, including when no task or document is created.

![Forms After submission settings with task creation off and document creation on.](https://cdn.sanity.io/images/k9mx6lbx/production/3c24b9f4378ead449b819947ecac66027f7fd6d8-1100x1160.png?w=960&fit=max&auto=format)

## Publish and test

1. Review access: **workspace** access limits submissions to members; **public** access allows submissions through the link.
2. Configure password protection or an expiration date if required by your sharing setup.
3. Publish and copy the shareable link.
4. Submit a clearly labelled test response using the intended audience's access.
5. Open **Submissions** and verify the response and any resulting task or document.

Check the output before distributing the form widely. A public form link should not be used to collect information your team does not need.

## If the expected output is missing

Check **After submission**, the selected destination, required fields and workspace limits. A stored response does not necessarily mean task or document creation was enabled.

Related: [tasks](https://help.edworking.com/en/article/task-management-in-edworking-a-complete-guide-for-teams-1drrukw/), [Docs](https://help.edworking.com/en/article/managing-documentation-in-edworking-13qeehy/) and [roles](https://help.edworking.com/en/article/understand-workspace-roles-and-member-access-1hui5eo/).

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**Read this guide in another language:** [Deutsch](https://help.edworking.com/de/article/erstellen-sie-formulare-und-wandeln-sie-einreichungen-in-aufgaben-und-dokumente-um-68vvwl/) · [Español](https://help.edworking.com/es/article/cree-formularios-y-convierta-los-envios-en-tareas-y-documentos-a7zt6v/) · [Français](https://help.edworking.com/fr/article/creez-des-formulaires-et-transformez-les-soumissions-en-taches-et-documents-pim23m/) · [Italiano](https://help.edworking.com/it/article/crea-moduli-e-trasforma-gli-invii-in-attivita-e-documenti-huu87g/) · [Português](https://help.edworking.com/pt/article/crie-formularios-e-transforme-envios-em-tarefas-e-documentos-18w5at8/)