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Create Tasks From Web Forms

Web Forms let people outside your workspace, such as customers, clients, or colleagues in other departments, submit requests that land directly inside a Redbooth workspace as tasks. A Redbooth account is not required for the submitter. For example, a design team can share a "Design Request" form company-wide, and every submission becomes a task in their workspace, ready to triage and assign.

 

Creating a Web Form

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  1. Open the workspace where submissions should be collected and click on the Settings (⚙) icon > Web Forms.
     
  2. Create a new form and give it a Form title (e.g., Customer Requests). This is the heading submitters see.
     
  3. Add a Form description to explain what the form is for, e.g., "Please submit your design request and we will get back to you with some proofs."
     

  4. Customize your form:

    Title label: the required short-answer field (e.g., Subject). Becomes the task title.

    Details label: the larger text area (e.g., Details). Becomes the task description.

    Button label: the text on the submit button (e.g., Submit).

    Thank you message: the confirmation shown after submitting (e.g., Thank you!).
     

  5. Choose where submissions go:

    Task List: select which list in the workspace receives new tasks (e.g., an Inbox list for triage).

    Assign to: optionally auto-assign every incoming task to a team member, or leave as Unassigned to triage manually.
     

  6. Click Save.

 

Sharing your form

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Anyone with the form's link can submit, no Redbooth account needed. Either:

  • Share the link directly by email, intranet, or anywhere your requesters will find it.
  • Embed it in a web page using the Embed with an iframe option. Click Copy embed code and paste the snippet into your page's HTML, adjusting the width and height attributes as needed.

After submitting, requesters see your thank-you message, and a new task is automatically created in your chosen list. The subject becomes the task title, the details fill the description, and any selected assignee is applied. 

 

Editing or deleting a form

Open the form from Web Forms, make your changes, and click Save. Clicking Delete removes the form and disables its link, but tasks created from past submissions remain in your workspace.

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