Turn Client Requests Into Tasks Automatically with Workflo Forms

If you run a creative or marketing team, you already know the pattern. A client emails a change request. Another one sends a Slack message. A third calls and someone jots it on a sticky note. By Friday, nobody remembers which requests actually got assigned to anyone.

Workflo Forms exist to close that gap. A form is a shareable link that turns a submission directly into a task in your workspace, with no manual copy-pasting and no account required on the submitter's end.

What a form actually captures

You choose the fields. Text boxes for a project name, dropdowns for request type, date pickers for a deadline, file uploads for a brief or reference image. Each field maps to a real field on the resulting task, so when the form is submitted, the task shows up already organized instead of arriving as a wall of unstructured text.

This matters more than it sounds like. A support request with "category: bug" pre-filled can route differently than one marked "category: feature idea," and your team can filter by that field later without opening every task to check.

Who can submit one

External clients can fill out a form without a Workflo account. That's the part most task tools get wrong: they either require the requester to sign up, or they dump everything into a shared inbox that someone has to triage by hand. A Workflo form works more like a Google Form crossed with a ticket system. Anyone with the link can submit; only your team sees what happens to it afterward.

Where the tasks land

Every form is tied to a project when you set it up, so submissions don't need sorting. If your creative team runs a form for asset requests, those tasks land straight in the Creative Requests project, assigned to whoever you've set as the default owner, or unassigned if you'd rather triage manually.

A quick setup example

Say you want a bug-report form for an internal QA team. You'd add: a text field for "What happened," a dropdown for severity, a file upload for a screenshot, and a date field for when it was found. Five minutes of setup, and from then on every bug report becomes a task with severity already tagged, so your team can filter for "Critical" without reading a single paragraph first.

The part people skip: confirmations

Once someone submits a form, Workflo can send them a short confirmation automatically. It's a small thing, but it's the difference between a client trusting the process and a client emailing to ask if their request went through.

If your team is still fielding requests over email or a shared inbox, a form is usually the fastest fix you can make this week. It doesn't require changing how your clients work, just giving them one link instead of five channels.