Intake Forms: Routing, Anti-Spam Protection and Notifications

Intake Forms turn a board into a public form: every submission automatically becomes a new task, with no account required from whoever fills it in.

Requirements

• Access to Projects (Crece plan or higher) and permission to edit the board.

How to create a form

1. Open the board and click Forms.
2. Choose New form.
3. Fill in the Form title and, optionally, a Description.
4. Under Target group, pick which group on the board new tasks land in (leave it blank and they go to the board's first group). This is the routing — different forms can feed different groups.
5. Under Fields to ask, pick which board columns show up as questions (besides the Title field, which is always included).
6. Save and copy the public link to share or embed on your site.

Anti-spam protection

The public form ships with three automatic layers, no extra setup needed:

• Honeypot field: a hidden field bots tend to fill in; if it comes back filled, the submission is silently dropped.
• Minimum fill time: a submission that's too fast (under a couple of seconds) is treated as a bot.
• Per-IP rate limit: the public route is throttled to stop bursts of automated submissions. In every case the visitor sees no visible error from these checks — the experience stays the same on purpose so a bot can't learn to work around them.

Example

You create a "Support request" form on the "Tech Support" board, with target group "New tickets" and fields Title, Issue description, and Assignee. Every submission creates a task in "New tickets"; if the Assignee field gets filled in, that person gets the "You've been assigned a task" notification.

Notifications

Each submission creates a regular task, so it triggers the same events a manually created task would: build a rule in Automate using the task-created trigger to alert your team (by WhatsApp or email, for instance) every time a new submission comes in.

Tips

• Read-only columns (Formula, Auto-number, Connect boards, Rollup, Mirror, Time, Vote) can never be asked for on a form.
• You can deactivate a form without deleting it (it shows as "Inactive") to pause it temporarily without losing its submissions.

Troubleshooting

• Submissions aren't landing on the board: check the form is "Active" and that the shared link is the current one (deleting a form breaks its link).
• A required field can't be requested: if the column was removed from the board after the form was created, edit the form and re-pick its fields.