:light_bulb: I am trying to add new projects to a portfolio using forms. I want users to be able to go into my forms and answer all the project intake questions which will then set up a project template. Currently I dont see this functionality when in the portfolio view. Is this something being look…

Hi @Eric_Perseghin1 , welcome to the forum :waving_hand: There are various articles in the forum on this technique, but here it is in a nutshell: Setup your form in a dedicated intake project. Each form submission will create a task. Setup a rule action ‘Convert task to project’ once your task is…

Using Forms to ceate new projects

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lpb Split this topic 3 November 2025 21:02 2

3 posts were merged into an existing topic: Forms that create Projects

Topic		Replies	Views
Add forms to portfolios to generate projects Product Feedback projects	2	1450	13 November 2024
How do I create a form that will auto-populate each time a new project is created? Ask the Community	2	824	1 August 2023
How to add project into portfolio from project interface Product Feedback projects	2	1672	8 April 2021
Automatically add projects to Portfolios from project template based on criteria Product Feedback rules , portfolios	44	10983	2 December 2025
Add project templates to Portfolios Features Launched portfolios , project-templates	6	2234	7 August 2023

Using Forms to ceate new projects

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