Improving User Inputs

DD #14 – Improving User Inputs

The Digital Directive is back for the 14th edition and the second of the Spooky Season. We talked about team engagement last week; So, in the spirit of making work easier and more efficient, here’s how we can improve user input efficiency with forms on monday!

Less than a month until monday’s Elevate Show 2022! Make sure you’re registered.

Forms, Forms, Forms…

Think about the forms you fill-out any time you drop your vehicle off for service, or when you arrive at your Doctor’s office.

It’s the same for every visit. But why?

Intake forms help streamline and structure data entry while making sure to ask the right questions, or prompt the right information. Using a form helps ensure the same information is taken-in while creating a structured system that staff and customers can follow.

So think to yourself, “Where can forms fit in to my system?”

  • Client intro meetings
  • Customer sign-ups
  • Check-ins
  • Appointments
  • Internal database entry
  • Lead capturing
  • Surveys
  • Payments
  • and a lot more!

Better forms, better results.

There’s a million and one ways to build forms online, some are better than others. Depending on what you need to use forms for, we’ve got some great ways you can use forms right inside your Work OS! Check out these monday apps.

WorkForms allow you to create personalized forms for your business with a no-code form builder. You can easily set conditions to get the right information, and reduce the back and forth. And the best part, this is monday’s native form builder that funnels data right to your chosen monday board.

Easyform is just like monday’s WorkForms enabling you to quickly and easily create monday forms, but gives you more customizability to ensure your forms match your brand and your website when embedded. All responses are saved directly to your monday board.

SuperForms take monday forms even further allowing you to not only build custom monday forms that generate items in boards, but enable item updating via forms. Additionally, you can take advantage of advanced columns in monday that other form builders don’t work with, like people columns and connected boards columns.

Jotform is a very popular online form builder which integrated directly with monday! Jotform’s monday app lets you create custom forms for your website and sync submissions to your boards automatically, while also allowing you to update existing items.

How’s your CRM holding up?

CarbonCRM Suite

Manage cold prospects, leads, and deals with CarbonCRM – a fully automated and customizable CRM Suite.

Start your free-trial.

­Add to monday

Are you registered for Elevate 2022?
Hey {{ contact.FIRSTNAME | default : “there” }},

There’s less than a month until The Elevate Show 2022!

This is the perfect opportunity to learn everything you want and need to know about remote/hybrid work and monday!

Sign-up here!

Carson Butcher
VP of Marketing @CarbonWeb

P.S. Have a look at Elevate Show 2021 Highlights

Who’s it for? Why you should register.

Current monday users: They’re announcing their 2023 product updates and what we can expect to see down the road! Plus dozens of great sessions on optimizing, best practices, and teaching you more ways to get work DONE more effectively in this new hybrid-remote era of work.

Non monday user: This is the best time to learn everything you’ve been wondering and hear from the experts on best practices, upcoming updates, and more on working in this hybrid-remote era!

Not interested? Even by registering, you’ll be making a positive impact! Who knows how long that tree could last?

­­Sign me up!

Keep spreading the word!

Starting in November we’ll be featuring other apps and partners in the monday community to highlight use cases and give you more ways to get work done.

If you have questions about apps, wondering the best way to build a workflow, or have ideas for a topic you want to see covered in a future Digital Directive feel free to share ’em with us!

­Submit an idea

­Have a friend that needs some digital direction? Share this link:

Join the Digital Directive!

Tips, tricks, templates, and insights to improve your workflow, business and systems with automation from certified workflow experts.

There was an ERROR. Please try again.
You're now subscribed, please confirm via email.