TL;DR
Form to task in Plutio auto-creates a task on a project board every time a form is submitted, with the full response as the task description, file uploads attached, and the task assigned to a specific project and task group.
Plutio connects form submissions directly to task boards, so a client intake form, a feedback survey, or a support request becomes a tracked task in under one second with zero manual entry. Freelancers using form-to-task in Plutio cut intake processing from 20 minutes per submission to zero, because the task, the brief, and the attachments create themselves the moment the form is submitted.
Form-to-task comes with all Plutio plans starting at $19/month. Enable task creation in the form settings, select a project and task group, and every future submission generates a task automatically. The 7-day free trial includes full access to forms, task boards, and automations.
What form to task is
Form to task is the ability to auto-create a task on a project board when a form submission arrives, with the form response data populating the task description and any uploaded files attaching to the task record.
In Plutio, form-to-task works through the task object in form settings. When enabled, every submission triggers a task creation event that places a new task in a specified project and task group. The task title includes the response number and the respondent's name (when a Full Name field exists on the form), and the task description contains the complete form response, formatted with field labels and answers. File uploads from File Upload fields attach to the task as files, accessible from the task detail view.
Intake form to project task
The most common use case is client intake. A freelance designer publishes an intake form with fields for project type, budget range, timeline, and reference files. When a prospective client submits, Plutio creates a task titled with the client's name in the "New Requests" task group on the designer's leads project. The designer opens the task, reads the brief, downloads the reference files, and starts scoping, all without copying a single field from a form dashboard into a project board. For freelancers handling 8 to 12 new inquiries per month, form-to-task eliminates roughly 3 hours of data transfer work per month.
Feedback and support request routing
Agencies running client feedback forms or internal support request forms use form-to-task to route each submission to the correct project board. A feedback form attached to a specific client project creates tasks in that project's feedback group, so the project manager sees new feedback items alongside active tasks. A support request form creates tasks in a shared support board, with each submission becoming a trackable item with an assignee, a status, and a due date. The key difference from standalone form tools: the task exists in the same workspace where the work happens, so acting on the submission requires opening one tool instead of two.
Clients submit a brief through my intake form and by the time I check Plutio, the task is on my board with every detail and attachment. No more copying from Typeform into Asana.
Why form-to-task matters for freelancers
Every form submission that requires manual task creation is a delay between a client expressing interest and someone acting on that interest. A contact form submission on a Friday afternoon sits in a form tool's response dashboard until Monday morning, and even then, the freelancer has to read the response, open a separate project tool, create a task, paste the relevant details, and upload any files before work can begin.
The cost of that delay compounds with volume. A consultant receiving 15 intake submissions per month spends roughly 20 minutes per submission on the read-copy-create loop, totaling 5 hours per month on task creation alone. On a $100/hour billing rate, those 5 hours represent $500 in non-billable admin time every month, or $6,000 per year. The hidden cost is slower response times: a prospective client who submits a form and hears nothing for 48 hours is more likely to reach out to a competitor.
Typeform and JotForm both store form responses in their own dashboards. Neither creates tasks natively in a project management tool. Connecting Typeform to Asana or Trello requires a Zapier integration starting at $19.99/month, and the connection breaks when field names change or when Zapier's task limit is reached on lower plans. JotForm offers direct integrations with some project tools, but the setup requires mapping each field individually, and file uploads often fail to transfer across the integration.
The real loss is not the time spent copying data but the submissions that never become tasks at all, buried in a form dashboard and forgotten until the client follows up or moves on.
Plutio removes the transfer step entirely. The form and the task board exist in the same workspace, so submissions become tasks without an integration, a Zapier connection, or manual effort.
How form to task works in Plutio
Enable task creation in the form settings, select a destination project and task group, and every form submission auto-creates a task with the response data as the description and file uploads attached.
Before enabling form-to-task, create the destination project and task group where submissions should land. The project can be a dedicated intake board, a client-specific project, or a shared support queue.
Step by step
- Step 1: Open the form in Plutio's Forms section and navigate to the form settings. Under the task creation settings, toggle on task creation for submissions.
- Step 2: Select the destination project from the dropdown. Choose the task group where new tasks should appear (for example, "New Requests" or "Incoming Feedback").
- Step 3: Configure the form fields. Add the fields needed for the intake brief: text fields for project details, a File Upload field for reference files, a Full Name field for the respondent's name, and any other relevant field types from Plutio's 16 available options.
- Step 4: Publish the form and share the link with clients. Embed the form on a website or send the link through Plutio messaging, email, or a client portal page.
- Step 5: When a submission arrives, Plutio creates a task in the selected project and task group. The task title includes the respondent's name and response number. The task description contains every field label and answer from the form. File uploads attach to the task. The task appears on the project board ready for review, assignment, and action.
Practical tip: pair form-to-task with automations to trigger follow-up actions when the task is created. An automation can assign the task to a team member, send a confirmation email to the respondent, or move the task to a specific status based on form field values.
Who needs form to task
Freelancers and agencies collecting client requests, project briefs, feedback, or support tickets through online forms, particularly designers, developers, consultants, and virtual assistants handling 5+ submissions per month, gain the most from auto-task creation.
A freelance developer who receives project requests through a website contact form currently copies each submission into a Trello board or Notion database manually. With 8 new requests per month, that transfer takes roughly 2.5 hours of non-billable work. Form-to-task in Plutio eliminates that transfer entirely: the form submission becomes a task on the project board within one second, with the full brief and any uploaded files already attached. Over 12 months, that saves approximately 30 hours of admin work, worth $3,000 at a $100/hour rate.
Agencies managing client feedback loops need each piece of feedback routed to the correct project board. A marketing agency running feedback forms for 10 active clients needs 10 separate routing rules in a standalone form tool, each requiring a Zapier connection. In Plutio, each feedback form attaches to its client project directly, so submissions create tasks in the right project without any middleware or integration configuration.
Freelancers comparing Dubsado alternatives often find that Dubsado's workflow system can trigger actions on form submission, but the setup requires building a full workflow with multiple steps and conditions. Plutio's form-to-task is a single toggle in form settings, no workflow builder required. Freelancers evaluating HoneyBook alternatives discover that HoneyBook's Smart Files collect information but do not create tasks on a project board natively, so the data still requires manual transfer to a task management tool.
Bottom line: any freelancer or agency that collects information through forms and then creates tasks from that information manually is doing work that Plutio handles in one second with zero effort per submission.
