How to build a form and collect feedback in Slateo

A step-by-step guide to building a form, sharing it publicly, and turning responses straight into tasks.

1

Start a new form

Create a form and give it a title and description so respondents know exactly what it's for before they start filling it out.

2

Add and arrange your fields

Drag in the fields you need, text, dropdowns, and more, then reorder them by dragging until the form flows the way you want.

3

Mark the fields that matter as required

Set required fields so a respondent can't submit the form without the information your team actually needs.

4

Preview before you publish

Preview the form exactly as a respondent will see it, then flip its status from draft to published once you're happy with it.

5

Share the public link

Share the form's public link with customers, prospects, or teammates. No account is required for someone to respond.

6

Turn responses into tasks

Browse, filter, and search every response in one table, and turn any response into a task with one click so feedback lands directly on your team's backlog.

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