Intake & Feedback Form Templates: Complete Guide for Teams

Introduction

Every team needs structured input—whether for onboarding, project feedback, or quick polls. Collecting information upfront saves time and ensures you have what you need without endless chat threads.

But creating an intake or feedback form from scratch can be time-consuming. That's why Forma offers ready-to-use intake and feedback form templates for teams that you can customize in minutes.

In this guide, you'll learn what makes a great intake or feedback form, what questions to include, and how to use Forma's templates (e.g. Feature Prioritization, Team Retro, Quick Decision Poll) to get started instantly.

What is an Intake or Feedback Form?

An intake or feedback form is a structured way to collect essential information from your team or stakeholders. Instead of asking via email or chat, people fill out a form that captures:

Contact or role information
Project details, goals, and scope
Feedback, priorities, or preferences
Quick poll votes or decisions
Any other relevant input

This information helps you align, set expectations, and make decisions efficiently—without scattered messages.

Why Use Intake and Feedback Form Templates?

Templates save time and ensure you don't miss important questions:

Pre-built questions: Templates include the most common intake and feedback questions
Professional structure: Templates are organized logically
Customizable: Add, remove, or modify questions to fit your needs
Fast setup: Get started in minutes instead of hours
Best practices: Templates follow proven patterns for team feedback and quick polls

Essential Questions for Intake and Feedback Forms

While every team's needs differ, here are essential questions most forms should include:

Contact Information

Full name
Email address
Phone number (optional)
Company/organization name

Project Details

What type of project is this?
What are your main goals?
What is your project timeline?
What is your budget range?

Background Information

Tell us about your business/organization
What challenges are you facing?
What have you tried before?

Expectations

What does success look like for this project?
What are your must-haves vs. nice-to-haves?
How will you measure results?

Forma's Intake and Feedback Form Templates

Forma's templates include options like Feature Prioritization, Team Retro, and Quick Decision Poll—plus classic intake and feedback structures:

Essential questions: Contact/role, project details, feedback, priorities, or votes
Smart field types: Text, dropdowns, ratings, and text areas where appropriate
Required fields: Marked to ensure you get essential information
Professional design: Clean, modern styling that looks trustworthy
Mobile-friendly: Works perfectly on all devices

You can use a template as-is or customize it to match your needs.

How to Use Forma's Intake and Feedback Form Templates

Getting started is simple:

Sign up free: Create a Forma account—no credit card required
Create new form: Click "Create Form" in your dashboard
Choose template: Select Feature Prioritization, Team Retro, Quick Decision Poll, or a classic intake/feedback template
Customize: Add, remove, or modify questions to fit your needs
Get your link: Forma generates a shareable link instantly
Share with your team or stakeholders: Send the link in team chat, email, or your site
See responses instantly: Responses appear in your dashboard immediately

The entire process takes just a few minutes.

Customizing Your Intake or Feedback Form

While templates are great starting points, you'll want to customize them for your specific needs:

Add team-specific questions: Include questions relevant to your team or projects
Adjust required fields: Mark fields as required or optional based on your needs
Match your branding: Customize colors and styling to match your brand
Add conditional logic: Show/hide questions based on previous answers

Best Practices for Intake and Feedback Forms

To get the best results from your forms:

Keep it focused: Only ask for essential information upfront
Make it clear: Use simple language and clear questions
Set expectations: Tell your team how long it will take to complete
Follow up quickly: Acknowledge receipt of the form immediately
Use the information: Reference the form when making decisions or starting work

Conclusion

Intake and feedback forms save time and ensure you have the input you need without endless chat threads. With Forma's ready-to-use intake and feedback form templates, you can get started in minutes instead of hours.

Ready to streamline team input? Sign up free with Forma and use an intake or feedback form template to start collecting input instantly. No credit card required, 5 forms forever.