Forms in Tezzera allow you to collect content, onboarding details, project feedback, and design approvals in a clean, branded, designer-friendly way. You can add questions, use layout templates, embed images, and attach forms directly to tasks or share them externally.
This guide walks you through building a form, customizing it, sharing it with clients, and using it inside your projects.
Quick Links:
Overview of Where Forms Live
You can create, edit, and manage all of your forms from the Forms tab in your sidebar. Each form can be used for:
Client onboarding questionnaires
Content collection
Logo and concept feedback
Discovery calls
Project wrap up surveys
Create a New Form
Go to Forms in the sidebar.
Click New Form in the top right corner.
Give your form a title (you can revise this anytime).
Start adding questions or layout sections.
Your form autosaves as you build it.
Add Questions and Content Blocks
Click Add Block to choose from Tezzera’s question types:
Short text
Long text
File upload
Dropdown
Multiple choice
Star rating
Signature
Rich text
You can reorder blocks at any time and mark questions as required.
💡 Tip: You can hyperlink any text inside a Rich Text block. This is great for “quick links” such as brand guidelines, Pinterest boards, or Loom videos.
Use Layout Templates for Visual Sections
Tezzera includes optional layout templates for more visual form sections. These are great for:
Presenting brand or logo concepts
Adding instructions or visual examples
Creating section headers with images
You can update:
Images
Background colors
Headings and text
Logo display settings
Layout templates automatically match your uploaded brand fonts, and more customization options are coming soon.
Customize Form Design
Open the Design tab to choose between two layout styles:
Presentation View
Displays one question per screen. Ideal for longer or more guided questionnaires.
List View
Shows everything on a single page. Ideal for content collection and feedback forms.
Design notes:
Forms automatically use your workspace branding (logo, fonts, colors).
Preview your form as you go to ensure spacing and layout feel balanced.
Share Your Form
When your form is ready, open the Share panel:
Copy Link
Copy the public link and send it anywhere (email, DMs, or your client portal quick links).
Embed on Your Website (Coming Soon)
Embedding forms on your website is not available yet, but this is a top priority feature and will be added soon.
Assign to a Project
Use the form internally by attaching it to a specific task (see next section).
Create a Lead Capture Form (For New Inquiries)
If you want to use a form to collect new client inquiries, you can turn it into a Lead Capture Form by pairing it with a workflow. Here’s how:
Create your inquiry form in the Forms area
Go to Workflows
Click New Workflow
Choose Form Submitted as your trigger
Select your inquiry form
Add the action Create New Lead
Now, every time someone submits your form, Tezzera will automatically create a new lead and add it to your Leads group.
💡 Tip: Use Presentation View for inquiry forms. A guided, question-by-question experience typically leads to better-quality submissions.
Attach Forms to Tasks
You can attach any form directly to a task in a project:
Open a task.
Go to Details.
Click Add next to Form.
Select the form you want to attach.
Clients will see a Start Form button right inside the task.
💡 Perfect for:
Concept reviews
Website content collection
Feedback rounds
Manage Form Responses
Open any form and click the Results tab to see every submission it's collected, with the submission date, time, respondent email, and a unique ID for each one.
To review an individual response, click the ⋯ menu next to it and select See responses. This opens the submission rendered right inside your form's actual design — client answers filled in, branding intact.
You can also duplicate a form or turn it into a template for future projects.
Download a Response as a PDF
Need a copy outside of Tezzera? While viewing a response, click Download PDF in the top-right corner. Tezzera generates a polished PDF of that submission — matching your form's colors, fonts, and layout — and saves it straight to your downloads folder, automatically named after your form and the date it was submitted.
This is handy for:
Archiving client feedback or intake answers outside your dashboard
Sharing a clean copy with a teammate or contractor who doesn't have form access
Printing a copy for a meeting or project file
💡 Tip: The Download PDF button generates a PDF for the one response you're currently viewing, so repeat the steps above for each submission you want a copy of.
Archiving a Form
Archiving a form tucks it out of your way without deleting anything. Here's exactly what that means:
The form moves to your Archived tab. It disappears from your main Forms page (so your active list stays clean and easy to scan), but you can always find it under the Archived tab whenever you need it.
Nothing is deleted. The form itself, all its questions, and every response you've collected are still there — untouched and fully accessible.
Shared links still work. If you've already sent this form to a client, they can still open it and fill it out using the original link. Archiving doesn't break or disable it.
It's still editable. You can make changes to an archived form just like you would with an active one.
You can unarchive it anytime. Changed your mind, or need to bring it back into rotation? Just head to the Archived tab and unarchive it — it'll pop right back onto your main Forms page.
How to Archive a Form:
Go to Forms
Find the form that you wish to archive in your list of "Active" forms and click the "∙∙∙" on the right end that form's row
Select "Archive"
Now, you'll see that form move from your "Active" tab over to the "Archived" tab
Why archive a form? It's a great way to clean up your Forms page without losing anything — perfect for old project forms, seasonal intake forms, or anything you're not using right now but might want again later.
Best Practices
✨ Keep questions simple and direct.
✨ Break long forms into clear sections using layout templates.
✨ Add hyperlinks inside text blocks to reduce confusion.
✨ Test the form yourself before sending to a client.
✨ Attach forms to tasks to streamline your feedback rounds.