Help Center / Forms /
Creating a form
Forms collect information, payments, file uploads, and signatures from anyone, including people outside your workspace. Each form is a standalone, shareable page with its own public URL, so respondents don't need a Plutio account to fill one out.
How to create a form
- Open the forms page from the main menu on the left.
- Click "Create form" in the top-right corner. A blank form opens directly in the form builder with no popup or extra steps.
- Set the form title. The title appears at the top of the form and in the page tab when respondents open the link.
- Add form fields. Click the "+" button to insert fields. Available field types include:
- Text for short text (names, single-line answers)
- Text area for longer text (project briefs, descriptions)
- Dropdown for single-choice selection from a list
- Choice for selecting from a set of options displayed inline
- Picture choice for selecting from image-based options
- File for attachments and documents
- Email for email address input
- Phone for phone number input
- Full name for structured name fields
- Address for structured address input
- Country for country selection
- Number for numeric input
- Slider for selecting a value on a scale
- Date for selecting a date
- Link for URL input
- Signature for capturing a drawn signature
Each field has settings for label, placeholder text, required/optional, and help text. You can also add Items blocks for line items with pricing, and content blocks for headings and text between fields.
- Set up conditional logic (optional). Conditional rules show or hide fields based on previous answers. For example, a "Yes" answer on a checkbox can reveal a follow-up text area, so each respondent only sees the questions relevant to them.
- Organise into pages (optional). Add page breaks to split the form into multi-step sections. Respondents move through one section at a time, which keeps longer forms focused and manageable.
- Configure form settings:
- Activation date and expiration date: control when the form becomes available and when it expires
- Submissions limit: cap the number of responses accepted
- Project: attach the form to a specific project
- Redirect URL: optionally redirect respondents to an external page after submission
- Billing: enable payment collection, choose currency and payment methods
- Auto-create task: automatically create a task when the form is submitted
- Save and share. The form gets a public URL that can be shared directly or embedded on a website.
How to create a form from a template
- Open the forms page and click "Create form".
- Select a template from the template dropdown. The template pre-fills the form with fields, layout, and settings.
- Adjust the fields as needed, then save.
Form statuses
| Status | Meaning |
|---|---|
| Draft | Not published yet. The form URL doesn't work for respondents. |
| Published | Live and accepting responses. |
| Pending | Scheduled but not yet active (activation date hasn't arrived). |
| Expired | Past the expiration date and no longer accepting responses. |
| Archived | No longer active. Existing submissions are kept. |
What happens after submission
Form submissions plug directly into the automation engine. When a form is submitted, automations can create a task in the right project, add the respondent as a contact in your CRM, trigger a follow-up email sequence, or generate an invoice from the submission data. A single submission can trigger multiple actions at once, so the entire intake-to-action pipeline runs without manual steps.
Common uses
- Client intake questionnaires that collect project details, preferences, and files before work begins.
- Lead capture forms embedded on a website to funnel enquiries into your CRM automatically.
- Order forms with line items and payment collection at submission.
- Feedback surveys with rating scales, open text, and conditional follow-up questions.
- Onboarding checklists that gather signed agreements, uploaded documents, and contact details in one step.
- Event registration forms with attendee details and payment for tickets or deposits.
