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 Responses to see:
Individual client submissions
A list view of all responses
The ability to download PDFs (if enabled)
You can also duplicate a form or turn it into a template for future projects.
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.