Forms

How To Build A Form

Create drag-and-drop forms with titles, logos, and custom questions. Group fields, preview, and save. No coding needed.

Adding A Form To Your Agenda

Add or create forms from the Agenda Builder or Settings. Assign participants, send reminders, and view results.

Viewing Completed Forms

Use the action buttons to view submitted forms, access original forms, or delete those no longer needed.

View Results of a Form

Click View Results to see member responses. View answers in different formats.

Making Forms Available to Members

There are several ways to make forms accessible to members in BoardCloud

Form Register

Displays all forms submitted by board members across meetings, committees, or standalone forms.

Related Forms

Can be linked to a meeting, a committee, or exist as standalone forms.

About BoardCloud Forms

BoardCloud’s built-in Form Builder helps you collect feedback, approvals, declarations, and more - right inside your board meetings. Whether you're adding a simple RSVP or designing a detailed multi-page form, this section shows you how to create, customize, and manage forms with ease. From best practices and question types to step-by-step guides on adding forms to your agenda, everything you need to build smart, board-ready forms is right here.

Creating vs Using a Form

In BoardCloud, creating a form and using a form happen in different areas of the system.

To create a new form, go to:
Settings → Form Maker
This is where you build your forms.

To use an existing form (for example, adding it to a meeting, committee, or as a standalone form):
you’ll select “New Form”, but from within Form Register.

In short:
Form Maker (Settings) = create forms
Form Register → New Form (in meetings/committees) = attach and use an existing form