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Branch preview: this guide describes Forms in the unified Projects workspace. The Forms destination appears when the update is enabled for your portal.
This page shows MSP staff and clients how to fill a form on a project, save work in progress, submit it, and share forms with clients. Forms work on regular projects as well as projects linked to an onboarding portal. The response table sits directly under the project navigation. Fill a form opens the form picker from its toolbar, and the form opens in a dialog so the response list keeps its space.
Branch preview of the project Forms response table with Fill a form in its toolbar

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Before you start

  • You need access to the project and permission to view forms.
  • The Submit and edit form responses permission lets you save entries.
  • The Share forms with clients permission lets staff choose which forms clients can use.
  • Clients see only forms shared with their project and their own responses. Sharing a form does not show them earlier internal responses.
  • An admin builds and turns on forms under Settings > Projects > Templates > Forms. See Build reusable forms.

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Fill and save a form

1

Open Forms

Open Projects, click the project, then click Files & Forms and Forms.
2

Pick a form

Click Fill a form in the response table toolbar and choose a form. Its fields open in a dialog.
3

Save your progress

Click Save progress to keep unfinished answers. The entry shows In progress, and you can reopen it later. Typing alone does not save. You get an Unsaved changes prompt if you try to leave.
4

Submit

Click Submit when the required fields are done. Close the dialog and check the entry and its status in the response table.
5

Change it later

Click Edit on a response to an active form to continue or correct it. If the form allows more than one entry, click One More to start another.
Using Save progress on a submitted response returns it to In progress. Click Submit again when your changes are done. A form that allows one entry keeps one internal staff response and one response per client. A form that allows several entries creates a new response each time, so edit an existing response when you mean to correct it.

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Share or stop sharing a form

1

Open the form

In Files & Forms > Forms, click Fill a form and choose the form.
2

Turn sharing on

Turn on Share this form with clients. It saves at once and shows Form sharing updated. Clients with form access can fill the form and see their own responses. Internal responses stay private.
3

Turn sharing off

Turn the switch off to remove client access.
Clients still need project access and the right form permissions. Hiding the project from clients also blocks their access to its forms. Staff can still remove sharing from an archived form.

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Read an archived form response

Branch preview: reading archived responses comes with the Forms update.
Click View next to a response to an archived form, or open its response link. You can read the saved answers. You cannot edit, add an entry, Save progress, or Submit while the form is archived. The form shows This form is archived. Responses are read-only. Archiving does not give anyone more access. Staff still need the project and form permissions, and clients can read only their own responses on a form that is still shared.
1

Open the Export menu

Open a response and click Export.
2

Pick an action

Choose Copy to copy the answers, Export CSV to download them, Copy form link for a link to the form, or Copy response link for a link to the response.
Links need sign-in and the person’s existing access. Copying a link does not share the form or send a message.

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Project responses and onboarding tasks

A project form response is separate from completing an onboarding task. Onboarding clients keep using the forms on their portal tasks. Staff with onboarding access can also see linked-portal responses in the response list, marked Client portal under Source. Saving a response does not create or update a Hudu or IT Glue asset. To create one, use Create asset in the response’s Export menu. See Build reusable forms.

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Troubleshooting

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Frequently asked questions

No. Clients see only forms shared with their project and their own responses.
No. Forms work on any project.

Project workspace

Find the project sections and dashboards.

Onboarding tasks and forms

Complete forms assigned through a client portal.