How to create, edit, save, and delete forms

Create a form

To create forms for your project:

1. Select Forms from the project navigation.

2. Select a template, or select Blank form to create one from scratch.

   1. Templates may not be available to all users.

3. If your project has more than one work type, you’ll be prompted to select the type of work.

   1. This is how the work will appear in your project (form responses are converted to work items).

   2. The fields in the form will differ depending on which work type you select.

4. Reorder fields or edit labels, descriptions, and options as needed.

   1. Drag and drop extra fields from the sidebar.

5. Select Preview () to see how your form will look.

6. Your form is now ready to share. How to manage access and share your form.

7. To finish, select Save changes.

Edit a form

To edit a form:

1. Select Forms from the project navigation.

2. Choose the form you’d like to edit.

3. Make your desired changes:

   1. Select the title to customize it.

   2. Reorder fields or edit labels, descriptions, and options as needed.

      1. Drag and drop extra fields from the sidebar.

   3. Select the work type at the top-left of your form.

      1. This is how the work will appear in your project (form responses are converted to work items).

4. Select Preview () to see how your form will look.

5. Your updated form is now ready to share.

6. To finish, select Save changes.

Manage your form fields

Save a form

All changes you make to your form are automatically saved for the next time you return.

Delete a form

To delete a form from your project:

1. Select Forms from the project navigation.

2. On the form you want to delete, select More actions (), then Delete form.

Preview your form

Before you share your form, you can preview it to make sure you’ve captured all the right information.

To preview your form:

1. Select Forms from the project navigation.

2. Select Preview () to see how your form will look.