Or you can check out more about using shortcodes in slack here. Note* You can also start the creation process using Slack by typing in /form into the channel you'd like to use for aggregating the data. Multiple Choice - For any questions that you want to specify the exact selection from a criterion of optionsĪttachment - To be used when attachments need to be uploaded to the form questionnaire Paragraph - A longer description box for more in-depth questionsĭate - To be used for any date-specific queries Short text - A short question that typically requires a short response
When building out your form, you can choose from the following form-field options: From there you can start compiling your form questionnaire. So, for your clients to be able to access it via link-sharing, you will want to change the settings to public. By default, only members of your Workast team will be able to access the form.
Click "Save." Make sure to update the privacy settings here as well.Ĭlick on the Form privacy setting. Name your form and add a description if desired. To build your Form in Workast, you will want to click on "create" and start creating your Form. Once you've enabled Forms, you can start building your intake Form for your clients. In the top-middle section of the space you want to create the form in, you will want to check the box to enable Forms.
How to create a simple poll (or Form) in Slack:ĭo you have a channel you are already using for each client in Slack? Do you add them as guest users to your account? Great! With Workast you can set up an individual space to manage the workflow for that particular client the same way you already have it setup currently and running in Slack. Quickly turn your form-fill outs into actionable tasks, and store your client data, emails, and projects all in one place.
In this article, we’ll break down the process to build, share, get notifications via Slack, and access the customer data collection. These forms can be saved as templates and tweaked depending on your business/niche/or industry needs as well. Whether you are evaluating NPS scores, looking for login credentials, requesting information, or any other type of request - creating a form is the best way to simplify the process. Oftentimes, requests for client information is a repetitive process. Creating a form and sharing the link with your client will help you easily aggregate the data, while also taking some of the hassles out of middle-of-the-day phone calls. With Workast Forms, you have the ability to create surveys (or forms) that will give you an easier way to aggregate data. This is where Workast Forms & email solutions come in handy. Keeping clients happy allows you more time to get things done, and less time managing minutia. Unhappy clients can have a negative effect on your bottom line. On the one hand, you get to build relationships and learn from each other - but on the other hand sometimes the back and forth causes confusion or misunderstanding in the relationship. Working with clients can be both challenging and rewarding.