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Forms

Overview

Polls, requests, feedback and one-time check-ins your team fills in whenever they need to.

A form is a set of questions your team answers on demand: a lunch poll, an IT equipment request, an anonymous survey. Unlike a follow-up, a form has no schedule. You share it once, or pin it somewhere people can find it, and people fill it in from Slack or Microsoft Teams when they need to.

Responses can be posted to a channel, sent to the people who need to know, and marked as done with an approval flow.

Forms are a paid feature. On plans without them, the Forms page explains what they do and offers an Upgrade button.

Find your forms

Select Forms in the dashboard's left sidebar.

The Forms list with three active forms, their descriptions, response counts and Active switches

The list shows each form's Name, Description, number of Responses and an Active switch. Select a row to open the form. Use the ⋯ menu to Delete or Duplicate it. Inactive forms are hidden until you select Show inactive.

You see the forms whose responses everyone can view, and the forms you created yourself. See Who can see a form.

Guides

Create a form

Share and pin a form

Fill out a form

Responses, approvals and reports

Who can do what

Holiday admins, team managers and members, what each can see and do, and what your plan includes.

Create a form

Set up a form's details, where responses go, and its questions.

On this page

Find your formsGuides