There are almost as many ways to use forms to improve your workflow as there are teams using Trello (maybe more!) but let's look at 9 ways we've seen teams using Blue Cat Forms with their Trello boards.
Also consider adding automations to do things like
Creating reports for your form responses can get even more insights into your sales process.
Include a link to a form from each email you send to your mailing list, or at the bottom of each blog post. Ask people "What would you like us to write about next?" to get a constant stream of ideas on topics your audience would like you to cover.
Got a job opening to fill?
If you are building a recruitment pipeline in Trello please also check out Send Board which lets you send and recieve emails directly within Trello. We use it alongside Forms everytime we recruit for the team here 😺
Maybe you accept requests into your Trello board from other teams within your business. But, do they always fill out all the data they should?
Save time chasing people for more information by creating a form for people to submit their requests. You can set fields as required to be sure they give you the information you need. You can even have multiple forms for the same board if you have different types of request which need different pieces of data.
Maybe you are running a co-working space, a retirement property or a holiday village. Create a form so people can submit maintenance jobs they have for you. This can include the ability to upload a photo of the problem.
Your maintenance team can then pick up the jobs using the Trello mobile app, mark them as complete and upload an image of the completed job.
Send your customers a form to collect feedback after a purchase or as part of an NPS survey of existing users. For physical events or businesses you could create a QR code for your form so people can open them from their tables.
Creating reports for your form responses can show summaries of your customer satisfaction now and over time.
Have a single form your team can always access to log issues during the current work iteration. Then when you have your retrospective it is easy to open the board the cards are created on to see all the issues people logged.
Collecting volunteers for a role? Put up a simple form and let people enter their details straight into Trello. With the custom fields set up in Trello it will be easy to see who can do what and pull your ideal team together.
Run an online competition and let people submit their entries as video, photos or audio samples. Your judges can then view and vote on the submissions in Trello before you declare your winner!
How to export your form data from Trello and Forms by Blue Cat
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