Intake forms

Project → Reports → The link. You get a URL. Anybody who opens it sees a form.

No session, no account, no script — it works on any phone, including one on a building site with one bar of signal. That is who it is for: the person reporting the thing, who does not work here and should not have to be onboarded to tell you about it.

What happens to what arrives

It goes into the project’s Reports tab, not onto the board — under Waiting until somebody deals with it, and Dealt with afterwards.

Somebody on the team opens that tab, reads the submission, and either accepts it — which creates a real task — or declines it. A declined report stays in the list, marked, so nobody triages it twice. Nothing from outside becomes a task on its own.

That is the whole point of the feature. A public form that files directly into the backlog is a public form that fills the backlog with duplicates, tests and abuse, and a team that stops looking at the backlog.

Accepting one

Accepting opens the ordinary new-task sheet, prefilled from the submission. Two things worth noticing:

The title is yours, not theirs. You can rewrite it, and you usually should — what somebody outside calls a problem and what the team calls the work are rarely the same sentence. What they wrote becomes the task’s description, with whatever they left of their name.
Everything else is a normal task from that moment: assign it, label it, put it in a cycle.

A submitter’s name is shown as not verified, because it is a string somebody typed into a public form and nothing checked it.

What the reporter sees

The form, a confirmation, and nothing else. They do not get an account, cannot see the Reports tab, cannot see the project, and are not told what happened to their report — because they have no identity here to tell. If a conversation is needed, that is an email or a shared page with a note, not this.

Turning it off

Revoking the link stops it working. Anything already under Waiting stays there.