Blog tag
Tagged: forms.
5 articles tagged forms
Project management for small agencies (clients in, chaos out)
Project management for agencies without the seat tax: scoped projects isolate each client, guests and viewers are free, and public forms take intake with no account.
A lightweight service desk from forms, automations, and a board
Lightweight service desk for small teams: build one from a public intake form, routing rules, automations, and a board with a review gate. Honestly costed vs JSM.
How to set up a request form
Build a public intake form in Taskfolk that creates tickets: map fields to issue title, description and priority, route submissions, publish a no-account link.
Turn a request form into a triaged issue automatically (no human inbox in the middle)
How to wire a public intake form to a tracked, classified issue: routing defaults, an issue.created automation, and an AI triage first pass.
Auto-triage new issues with AI: a setup that actually assigns, labels, and prioritizes
How to set up AI issue triage automation that classifies severity, labels, and routes new bugs and requests, with an honest line on what to let AI decide.
