Forms

A form is a public page made from a board. Anyone with the link answers its questions, and each answer becomes a card in a column you choose. The questions are the board's own fields (title, description, priority, due date and the board's custom fields), so an answer needs nothing new to read or report on: it is a card like any other.

People who answer never need an account, and they never see the board, the other answers or who is on it.

Making a form#

There are three ways in:

• The board's menu: Board menu→Create a form.
• The command palette: type "New form" and pick the board that takes the answers, or start a new board that comes with a form.
• A template that comes with a form when you make a board: Sign-up sheet, Client briefs, Book the van and Requests each make the board and its form together.

A new form files into a Requests column at the left of the board, which it adds when the board has none. Any column works; change it in Settings.

Questions#

The builder has the questions on the left and the live page on the right, exactly as a visitor sees it, on a desktop or a phone.

• Each question fills one of the board's fields. The card title is always asked and always first, because it becomes the card's name.
• Mark a question Required or leave it optional. Drag the grip to reorder.
• Add a question offers the board's fields that are not asked yet, or a new field, which then joins every card on the board.
• A person field never goes on a public form, because its picker would list your team to a stranger.

Short answers take up to 200 characters and long ones up to 2,000. An answer over its limit is refused, not cut, so nobody's brief arrives half missing.

Who is asking#

Under Settings→Who is asking, choose Name and email, Email only or Nobody. Name and email ride on the card's form mark ("Form · Jordan Lee · 7:58 am") and in the notification, never as board fields. Nobody makes the form anonymous.

The Margin never sends email to the address someone types into a form, so a form cannot be used to send mail to strangers. The person answering sees their answers on the thank-you page instead, with a private link to follow their request.

Settings#

• Column, Assign to and Labels: where each new card lands, who gets it (leave it empty and new cards wait unassigned) and the labels it starts with.
• Thank-you message: what the page says after someone sends.
• Open: turn it off to pause the form. The link keeps working and shows your closed message, and the date it opens again if you set one.
• Stop after: the form fills up after this many answers.

While the form is closed or full, the preview beside Settings shows the page a person with the link sees now, instead of the thank-you.

Sharing#

Share gives you the link, a QR code for a poster or a flyer, and a snippet to put the form on your own website (the page drops its own header inside a frame). It also shows how many times the page was opened.

Stop the link ends that address for good: anyone holding it sees that it is gone. To pause instead, close the form in Settings. Making a new link later gives a new address.

The requester's status link#

The thank-you page links to a private status page that says where the request stands: Received, then "Kofi Mensah is on it" once someone has it, then Done. It shows nothing else from the board. Whoever assigns the card chooses whether the page names them: the picker's Tell Jordan who has it box is on by default, and unticked the page says "Someone is on it". A request sent without a name or email always says "Someone is on it".

Answers#

Every answer is a card on the board, marked Form with who sent it and when, and the column it lands in carries a Form pill. The builder's Answers tab lists them newest first with a link to each card. Whoever made the board hears about each new answer, unless the form has a default assignee (who hears "Assigned to you") or a triage rota (below).

Requests for a team#

The Requests template makes a board with Triage, Accepted, In progress and Done, and a form that files into Triage. On Team, a triage rota under Settings→Rules names this week's triage owner, who gets "New request from Jordan" with Assign and Take it, and their My work has a Requests to triage tab with every request still in Triage that nobody owns, each with the same two buttons. Take it makes the card yours and moves it to Accepted, which puts it on your My work and your Workload row. A request left without an owner for a day shows in This week's Risks. Board rules run on form cards the moment they land. See Team hub.

Deleting a form#

Delete form sits at the bottom of Settings and asks once before it acts. The link stops working and the form's answers are deleted with it. The cards it already filed stay on the board, and the form no longer counts toward your plan's forms. To keep the answers, pause the form or stop its link instead.

Plans#

The triage rota and rules that act on cards a form files come with Team. The public page never mentions a plan: when a workspace has taken its answers for the month, the page says it is full and opens again on the 1st. You see the reason in the app, on the board's Forms page. See Plans and limits.

Abuse guards#

Each form and each address can only send so many answers a minute, a hidden field catches most bots (they get a polite reply and file nothing), and every page has Report this form.

In the sandbox#

The sandbox comes with two forms already taking answers: Request design work on the studio's Requests board and Book the van on the family's Family car board. You can read their questions, settings and answers. Making a form, editing one and its link wait for your own workspace, because a sandbox has no address on the open web.

On the phone#

The board menu has Create a form and Forms: make a form, open or close it, and copy, share or stop its link. Edit questions opens the same builder as the web: questions with their order and the Required switch, the settings with Delete form at the end, and the Answers tab. Someone who can only view the board reads the questions and answers and changes nothing. Cards a form filed carry the same Form mark, a new request in For me has Take it, My work lists Requests to triage for this week's triage owner, and assigning a request has the "Tell Jordan who has it" box.

A board a form feeds says so under its name, as "Fed by the form Request design work · 37 answers this month", in place of its people and card counts.

Ask the assistant#

Margin Intelligence and connected agents can list a workspace's forms, make one on a board, read a form's answers, and change a form's questions and settings. They can also take a request for you, choose whether the requester's status link names who has it, and list the requests waiting for you when you are this week's triage owner, and delete a form after asking you. The tools are list_forms, create_form, list_form_answers, update_form, take_request, tell_requester, list_my_triage and delete_form, on both MCP servers.