How to create Jira work management forms?
Tags: tutorial, cloud, productivity, management
Published: 2022-10-06 13:46:57

Organizations may experience data collecting, sharing, or team member communication problems. Some processes can be delayed by ignorance, data loss, and misunderstanding. The issue could worsen if multiple teams or departments work together to complete the project.

According to Adaptavist's "State of the Atlassian ecosystem" report, the top 3 reasons for wanting more automation are the desire to optimize various business processes (64% of survey respondents), cut operational expenses (45% of survey respondents), and increase integration of tools (42% of survey respondents).

How can the task manager guarantee that everyone contributes appropriately to the task? The solution is Jira Forms.

## What are Jira dynamic Forms, and how to use them?

Jira Forms is the easiest way to add more data collection to Jira without having to modify the software. Members of the management team can create one form for each project, which they can distribute to the rest or members of other teams to fill out and share. That’s all you should do. Everything about genius is simple!

Forms become beneficial for the following tasks:

- Gather the required information and distribute it to your coworkers.
- Submit job requests from your team.
- Help the project's participants come up with new problems.

The Jira issue form is accessible to all members with all permissions whenever it is updated. It makes information collecting and sharing between colleagues easier. Whether you are a technical or non-technical employee, Jira Forms will make working processes more straightforward for you.

Examples of facilities where Smart Jira Forms are used include Bug Reporting, Triage, Broken Equipment, Change Management Standard Change, New Employee Orientation, Recruitment, Onboarding, Offboarding, Bug Checklist, etc.

## How to create forms for Jira?
Forms are available for the Jira Cloud version in the Jira Work Management.

To create a form, you should Choose Forms on the left side of the navigation. Here are the following options:
✓create, 
✓modify, 
✓save, 
✓delete. 

To submit a form to your project, someone needs access to your Jira Work Management project and authorisation to generate issues.

## Advanced tools for creating Jira forms
If you use other kinds of Jira projects ( Software, Core or Service Management), there is the ability to try a third-party solution for forms and checklists. Forms & Checklists for Jira is one of them. It allows you to create custom forms without writing code.

Here are the main advantages of [Smart Jira Forms](https://marketplace.atlassian.com/apps/1227085/forms-checklists-for-jira?hosting=cloud&tab=overview&utm_source=Dev_to&utm_medium=referral&utm_campaign=Article_How-to-create-Jira-work-management-forms_20221006):

- creating Jira dynamic forms for all Jira projects;
- ability to add various types of issues automatically or manually;
- additional items for checklists are available;
- external Jira forms creation(can be used for Jira Service Management projects);
- add an unlimited number of forms.

To create a new form, click the “Add form” button in the add-on. 
![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/0f07c0od4yy8b5tw63jx.png)

Then, create your proforma by using the form's features. You can add an unlimited number of fields to your custom forms.

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/jvw4kijoiv9yisoecyws.png)

Would you like to make your daily duties more effective? Automatically add a form to the issue from the selected project. Choose as many Projects and Issue Types from the dropdown list as you need, and the current Jira custom form will be added immediately.

![Image description](https://dev-to-uploads.s3.amazonaws.com/uploads/articles/5qyxnmlpkd1317l9elqf.png)


Once the issue is generated, the form will be uploaded automatically, but you can always add it manually. Each assignee can submit or edit the form.

You may always look up submitted data, see the status of a submission, and export it from the issue. The form can be submitted only once. 
Also, you can watch a detailed video on how to use the add-on on our [Youtube channel](https://www.youtube.com/watch?v=_AJ2P037dI4&list=PLIZZxkQPrOfbm0GPAE1zqu7pippnQmj1N)

Whether you select the default Jira Forms or add-ons from the Marketplace like [Smart Jira Forms](https://marketplace.atlassian.com/apps/1227085/forms-checklists-for-jira?hosting=cloud&tab=overview&utm_source=Dev_to&utm_medium=referral&utm_campaign=Article_How-to-create-Jira-work-management-forms_20221006), these tools can help you improve working procedures, give your team members effective communication, and save time to concentrate on more significant objectives. It is always challenging and exciting to try something new. Don’t miss a chance to benefit from the helpful add-ons and get great results!