Blue Cat Reports just released a new power-up I'm obsessed with called "Forms" that lets you create a form from a modal in Trello and then map out those form fields to specific elements in your Trello card (like due dates, attachments, or custom fields!)
I'll walk you through how to set this up on your boards, and then I'll explain a couple of ways I'm planning to use this. For this example use case, I'm going to show how I use Forms to allow people to submit ideas for what they want me to write about on my How I Trello blog!
To get started, all you need to do is add the power-up to your board. Don't worry - it doesn't matter which plan of Trello you're on or how many power-ups you have already because every plan of Trello now allows an unlimited number of power-ups!
Next, decide on what kind of information you want your cards to have.
Sticking with my example, here's what info I decided I wanted on each card.
I don't actually want to put any of those in custom fields, but if I did want to, I would go ahead and create those fields now before I map them out to the form.
Now that you've decided how you want your information organized, it's time to create your form. This is super simple and my favorite part about Forms for Trello - you can do this within Trello and never have to leave your board. Just go to the "Blue Cat Forms" button at the top right of your board, and click "New".
From there, create the questions you want and match it to which parts of the card you want those answers to map to. They can map to date fields, custom fields, or the card description.
For each field, you can set it to be a required field, and you can specifiy which field maps to card title.
Once you've all your fields set up the way you like, you're good to go! Click the link button to try it out and fill out your form. Watch it create a new card with all the info on the board!
Just direct people to that link when you want them to make a new request or add a card to your Trello board. I currently have it linked in the first card of my How I Trello topics board because it's a public board so anyone can view it, then click the link, and make the request for a topic.
Now you've just got to pick out your pricing plan. It's based on total responses you get across all your forms. If you don't know what you need, you can select any plan and if you get close to the limits, you'll get an email warning you.
I can see so much potential for this power-up, and if you have any use case where you want to get info in Trello without requiring someone to create a card, THIS is your solution. Here's a few that come to mind, but I'm sure you can think of others.
What have you been wanting to use forms inside Trello for?
Brittany JoinerCommunity Leader
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