Collecting structured information from outside your team has always been a challenge. Until now, the only way to add tasks or items into BasicOps was to be an authorized user or via email to a blind inbox.. Teams often had to rely on external tools like Google Forms or SurveyMonkey and integration tools like Zapier, which meant configuring complex integrations and paying for yet another app. It should be simpler.

That’s why we’re excited to introduce BasicOps Forms.

Forms makes it simple to capture tasks directly into your project lists. Whether you need requests from customers, feedback from partners, or ideas from teammates who aren’t in BasicOps, forms let you collect it all in a simple, organized way, built-in and integrated into your projects with all of the fields and data type supported by BasicOps.

Why we’re so excited

Forms radically transforms how you can capture information from your team or customers into BasicOps and make it even easier to streamline your workflows

Build custom forms in minutes. Add logic-based questions, custom fields, and multiple forms per project.
Crowd Source information from anybody. Submissions flow directly into BasicOps, ready to act on.
No external tools required. No integrations or extra costs. Forms are built right into BasicOps.
Get instant visibility. Responses are instantly reportable and tied to your workflows.
Trigger Automations to streamline you workflow

Teams are finding forms invaluable for:

Collecting project requirements from stakeholders.
Gathering customer registrations and sign-ups.
Crowdsourcing ideas from cross-functional teams.
Taking structured orders or feedback submissions.
Creating surveys and questionaires

Create Template for easy set-up and re-use

Forms can be tailored into ready-to-use templates for common needs:

IT Service Requests: Collect tickets and task details from employees.
Marketing Campaign Briefs: Standardize how new campaign ideas are submitted.
Event Registrations: Capture attendee details, preferences, and special requests.
Customer Feedback Surveys: Gather structured feedback directly into your project lists.

Each form can be customized with your own fields, branding, and logic, so you can adapt templates to the exact way your team works. As Forms are created, they can be saved as templates and shared among everyone in your workspace. In the future, Basicops will publish commonly used templats to make it even easier to get started.

Where to use Forms

Forms can be shared in multiple ways to fit your workflow:

Share a public link with clients via email or in documents.
Embed the form directly on your website for customer-facing use cases like sign-ups or order forms.
For internal team use with a login required for submission

Supercharge your workflows

What makes BasicOps Forms powerful isn’t just the form itself — it’s how submissions tie directly into your workflows:

Every submission becomes a task in your project list with all the associated fields.
Use automations to assign tasks, notify team members, or trigger follow-up steps.
Combine form inputs with custom fields and reporting dashboards for instant insights.

Built for how you work

Unlike third-party form builders, BasicOps Forms is fully integrated with the rest of your project management workflow. Submissions become actionable tasks, complete with custom fields, project assignments, and visual organization.

This is a time-saving way to capture tasks into BasicOps without friction — and one of the most requested features from our community.

Try it today!

Forms is available now. in all professional and business level plans.

Collect and Organize Project Data with Ease