How to write project specs your team can work from
Use project Pages for briefs, specifications, and decisions that give task work a stable source of context.
FORMS
Turn form responses into work.
A form in OkFlow is not just a survey. Each submission can create a task, notify project members, generate a document, or POST to your own webhook. Build the flow once; the rest is automatic.
What you get
Forms connected to your projects.
01
🧱
Drag-to-build editor
Text, choice, rating, signature, file upload, date, dropdown. Reorder fields with drag and drop.
02
🌿
Conditional logic
Show or hide fields based on previous answers. Branch the flow by user input.
03
⚡
Submit actions
On submit: create a task, notify members, generate a document from a template, or POST to a webhook.
04
🔗
Public share links
Send a URL. No signup required, no app to install. Responses sync back to your workspace.
01 — Builder
Every field type you need.
Short text, long text, email, single choice, multiple choice, dropdown, date, file upload, signature, rating. Use them in any order. Group fields into pages for longer flows.
- ✓ Multi-page forms with custom page titles
- ✓ Required and optional fields with inline validation
- ✓ Help text and placeholder content on every field
- ✓ Preview the form exactly as a respondent will see it
02 — Logic
Show the right questions to the right person.
Conditional rules let one form serve many cases. Hide irrelevant questions. Branch the flow when the answer matters. Validate before submission so you do not chase bad data later.
- ✓ Show, hide, or require fields based on previous answers
- ✓ AND / OR condition groups for complex rules
- ✓ Validate input before the submit button enables
- ✓ Strip hidden answers from the saved response so the data stays clean
03 — Automation
Submit, then something happens.
Wire actions to every submission. Create a triage task with the response attached. Notify the right project members. Fire a webhook into your own system. Combine multiple actions on one form.
- ✓ Create task: title and description from a template that interpolates response data
- ✓ Notify members: in-app notification with a configurable message
- ✓ Webhook: POST the response to any URL with custom headers
- ✓ All actions log to the response's workflow trail
Questions
How forms work.
Can I require a login before someone submits?
No. Public share links are designed for external respondents. If you need an authenticated submission, route the form through your own auth and use the webhook action to send data into OkFlow.
Where do responses live?
In your OkFlow project, alongside the form. You can browse, filter, and export them. Hidden answers are stripped before save so the response data stays clean.
Can I export responses?
Yes. Export to CSV from the form's responses view. The webhook action also runs on every submission, so you can stream responses into a data warehouse in real time.
How do conditional rules work?
Each rule has a condition group (AND or OR) and a target action (show or hide a field). Rules evaluate on every keystroke so the form re-renders in real time as the respondent fills it out.
From intake to action in one form.
Forms in OkFlow do not just collect; they trigger the workflow.