How to Create an Intake Form in Smartsheet

Quick summary

This tutorial shows how to create an intake form in Smartsheet by configuring column properties in Grid View and using the built-in Forms builder to collect structured information from participants. Once saved, the form can be instantly shared with respondents and responses flow directly into your sheet.

Steps

1. In Smartsheet's Grid View, locate the column header and click the Column Menu button to begin configuring column properties.
2. Select Edit Column Properties from the dropdown menu.
3. Enter the column name in the input field and specify the corresponding column type.
4. Click OK to apply and save the column changes.
5. Repeat the column configuration steps for each additional column until all required fields are set up.
6. Navigate to the top menu bar and click Forms.
7. Choose Create Form from the options to open the form builder.
8. Enter a unique form title and description in their respective fields and customize their formatting as needed.
9. Click each form field one by one to select and configure it.
10. Use the right-side panel to add a Label, Help Text, and adjust any related field settings.
11. Once all fields are configured, click Save in the top-right corner to finalize the form.
12. Your Smartsheet intake form is now created — share it with intended participants to begin collecting information.