Custom Project Management Forms

Automate Your Project Intake with Custom Forms

Capture virtually any type of project information with Easy Projects. Use pre-made templates or create custom forms to turn the platform into whatever your organization needs it to be: a survey tool, an issue tracking software, a way for you to collect and process job applicants, or a way for your clients to request project proposals.

Project Management Software for Marketing Agencies
Create Your Own Form

Create Your Own Form in 30 Seconds

Custom forms are flexible and simple to create. Pick a name, drag and drop the fields you want, and save. Manage your project information the most convenient way.

What Your Teams Can Do With Custom Forms

CRM

  • Lead Tracking
  • Sales Management
  • Deal Analysis

HR Department

  • Job Candidates
  • Interviews
  • Vacations

IT & Development

  • Requests for IT Department
  • Document Templates
  • Sprint Planning
  • New website request form

Project Management

  • Risk Register
  • Change Requests
  • Meeting Minutes
  • Expense Tracking

Surveys & RFQs

  • Customer Satisfaction Survey
  • Lessons Learned
  • Support Feedback
  • Marketing Services RFQ

Share and Get Any Data You Need with Ease

Share and collect the data you need from team members and stakeholders in a matter of a click. Use a public URL to receive input from people outside your company or keep the data you need private.

Easy Sharing
Converting to Projects and Tasks

Convert to Projects and Tasks Quickly

Once you have collected the data, you can either analyze it or convert any submission into tasks or projects with a single click.

Save time for your team working with incoming requests. Automatically apply a template to a newly created project or task. It only takes a few seconds for requests and proposals to turn into fully actionable projects.

Create Your Own Project Intake Form