Use Form view for marketing teams

You can use Form view to collect information and streamline the creation of tasks in your marketing team's Workspace. 

For marketing teams, we recommend using Form view for both marketing and creative requests.

Our updated Form view is currently in beta. It is being released slowly to all Workspaces.

Marketing requests

Create a request Form in your marketing team's Space! You can use Custom Fields in your Form questions to consolidate all the information you need.

All submission-created tasks can be added to a List of your choosing. For example, you can choose to create these tasks in your creative, content, or campaign List.

You can also create an Automation to automate this process! Learn more

Screenshot of a marketing request form.png

 

Creative requests

Create another Form to collect requests specifically for your creative marketing team! 

Screenshot of a creative request form.png

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