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If you are an avid Trello user, then you likely know the advantages of power-ups for boosting your productivity. You can connect handy tools like Butler, Asana, Evernote, and GitHub to make your projects run smoother.
Now, you may have wished to design, build, and share a form from Trello to track different projects?
A power-up can combine the power of Trello with a form-creating tool called JotForm. With this awesomeness in your control, you can make beautiful forms without ever leaving Trello.
What JotForm Is All About
In a nutshell, JotForm is an online form builder that lets you publish forms and collect the data. This terrific tool makes creating forms for your business, company, or organization super simple.
You can take advantage of features such as form templates, helpful widgets, and attractive themes. Sign up for free to give it a try and build five forms at no charge. If you decide you like JotForm, check out the affordable pricing options.
By connecting your JotForm account with Trello, you can create forms in just minutes.
Connect Trello and JotForm
Once you sign up for a JotForm account, connecting it to Trello is easy. If you use Trello for free, keep in mind you are allowed one power-up per board at no charge. For unlimited power-ups, you can take a look at their paid plans.
To get started with JotForm for Trello, log in to your Trello account. Select the board that you want to add JotForm to and click Show Menu from the top right corner. Select Power-Ups and scroll to JotForm in the list. Click Enable and sign in to your JotForm account.
Create Your First Form
When you are ready to build a form pick a current card or create a new one. You will see the JotForm power-up on the right side. Click JotForm and then choose Create new form. You can then decide between using a template or a blank form to begin.
Step 1: Browse Form Templates
JotForm offers over 7,500 templates to pick from, so you should be able to find just what you need. You can browse templates by industry or type. The options are extensive from business and real estate industries to surveys and contact form types.
You can filter the templates by language and sort by popular or recent forms. If you have a specific form type in mind, just use the search tool.
Once you find a template you want, click Use Template to select it and then Continue at the bottom. You will then be taken back to your Trello card where you will see a link to the form under JotForm Builder. Just click that link to customize your form.
Step 2: Design Your First Form
We will use the Simple Event Registration template for this exercise so that you can see the great features available. And if you start with a Blank form, you will have these same options.
There are three tabs at the top of the JotForm Builder for Build, Settings, and Publish. Beginning with the Build tab, you can rearrange elements, adjust the element properties, add new elements, and style the form with the Form Designer.
To rearrange elements, just click the question box and then drag and drop to the new location on the form. You can also click the trash can icon if you want to delete it from the form.
Change the Element Properties
To adjust the element properties, click the gear icon on the right side of the element on the form. Depending on the type of element, you will see a different variety of options.
For instance, general Full Name Properties allow you to give the question a name, align the label, make the answer required, adjust the sub-labels, and duplicate the question. You can also require a middle name, prefix, or suffix, use placeholders, and input hover text.
Add a Form Element
To add a form element, click the plus sign on the left and choose your element. You can pick from basic ones such as name and address, question types like multiple choice, or survey elements like a scale rating.
If you are using a payment template, you can include elements for Square, PayPal, and WePay. You can also check out the form widgets for Google Analytics, E-Signature, and SoundCloud.
Either click on the element or drag it onto your form and then select the gear icon to adjust the properties as described above.
Style Your Form
To open the Form Designer, click the paint roller button on the top right. You have a nice selection of options for making your form attractive. Choose a color scheme or specific colors for the page, form, font, and background or upload your own images for a personalized appearance.
You can change the form width, label alignment, question spacing, and button type on the Styles tab. There is also a CSS tab if you have a style sheet you would like to use and a Themes tab for additional appearance choices.
Step 3: Adjust the Form Settings
The Settings tab has a selection of options for your form divided into five sections. First is the general Form Settings where you can give your form a title and pick a status from Enabled or Disabled. The Disabled options include date, submission limit, or both.
Next, check out the Conditions area where you can create conditional logic. Examples include showing or hiding fields, updating or calculating fields, and skipping or hiding pages — all based on conditions.
The Emails section is where you can set up notifications for yourself upon form submission and an autoresponder for your participants. Each of these email types is editable so you can create the exact message you want.
If you want to connect specific applications such as Google Drive, Dropbox, MailChimp, or Salesforce, head to the Integrations area. Select the application and then follow the prompts to authenticate your account.
The final section in Settings is the Thank You Page. You can enable it or have it redirect to an external link. If you enable it, you can customize the text and appearance within the simple editor.
Step 5: Publish Your Form
The last tab, Publish, is where you will go when your form is ready to be distributed. You can choose Quick Share which provides you a link to your form along with social media sharing options.
You can pick Embed which gives you the embed link for your website. Plus, you can obtain the source code, put the form into an iFrame, or add a feedback button first.
If you want to publish your form to a third-party platform, you have those options in the Platforms area. Choose from Tumblr, Joomla, Blogger, and many other similar platforms.
Step 6: Preview Your Form
At any point in the process, you can preview your form quickly. Enable Preview Form on the top to see your creation. You can also view it populated by clicking the Fill Form button on the top left.
When you finish with the preview, just slide the Preview Form button off. You will then return to the tab and section you were on before the preview.
Review Participant Responses
While you can quickly and easily build your form without leaving Trello, you will have to visit JotForm to see your responses. Head to the website to log in and you will see a list of your forms immediately. Then, choose your form, click the More button, and select View Submissions.
From there, you can skim through each submission individually, print one if needed, or download it as a PDF. If you scroll beneath the submissions, you will see a table listing all of them. From there you can also download them as a PDF, CSV, or to Excel.
You can also take a look at Form Analytics from the More menu. Check out responses and views, see traffic, look at devices used, and review locations and platforms.
Trello and JotForm Make Form Creation Easy
When you are working on a Trello project and decide you need a form to move forward, JotForm does the trick. You never have to leave Trello to create your form from start to finish. And you can edit your forms at any time from within Trello too using the JotForm card button.
Have you tried the Trello and JotForm combination yet? If so, what are your thoughts on this collaboration for form creation? Let us know in the comments below!