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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.
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.
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!