All Features / Plan A CLEARER START FOR EVERY REQUEST

Forms

Good work starts
with a clear request.

Collect the details your team needs in one structured form. Keep the responses together and route submissions into the work that comes next.

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See a request become work
Two colleagues reviewing a printed intake request at an office desk.
AI-generated illustration · Not a HelixSync product screenshot
CLEAR REQUESTS. USEFUL CONTEXT.
Custom fields Saved responses Optional routing
FROM THE FIRST DETAIL TO THE NEXT STEP

Ask with purpose.
Start with context.

Follow a sample request from a form to a project task.

Design request · Draft formSimplified illustration · Sample data

Give the request a clear shape.

In this sample form, Design request asks for a brief and a needed-by date. Required fields and help text make it clear what the team needs.

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MAKE INTAKE PART OF THE WORKFLOW

Key Capabilities

Ask for useful details and give each response a place to go.

Form builder with text, number, date, dropdown, and checkbox fields

Choose the fields that give your team enough context to act on a request.

Required fields and per-field help text

Explain what each answer should include and mark the details that cannot be left blank.

Draft, published, and archived lifecycle

Prepare a form in draft, publish it to accept responses, and archive it when intake is finished.

Submissions can create a change request or a project task automatically

Choose to store responses only or create linked work. Answers remain saved if routing fails, and the submission result reports the problem.

Route created work to a default owner, department, or project

Task routing requires a project and supports a default owner. Change request routing also supports a department.

Submission history with every response stored

Review submitted answers in the inbox, alongside links to work created by routing.

PART OF YOUR WORKFLOW

Available on paid plans

Collect requests alongside your work. Explore the plan that fits your team.

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GIVE THE NEXT REQUEST A CLEAR START.

Turn the details into a next step.

Bring structured intake and the work it creates into one workspace.

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