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What is the Start Form?

Your pipe’s start form is where all pipe members will see when clicking the '+' button to create a new card. Its title is customizable and it varies according to your process.

It's also displayed when creating a card via connection or connection field

The form represents your process's intake, the information you need to start a new activity in your pipe. Setting up the form properly is essential to ensure your team will have all the necessary information to start working on your process. 

Each pipe has its own start form, with its own fields and instructions. The fields in your start form represent all the information people need to provide in order to create a new card.

The start form can be accessed by all the members allowed to create cards on your pipe (click here to learn more about pipe permissions). 

You can also choose to make your start form public so that it’ll be accessible via a URL or embedded on your site (it will then be called a public form).

Watch the video below and give the first steps to create and edit your Start Form!

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