Hoicko Board Forms Guide – Collect Data from Anyone, Anywhere

What are Board Forms in Hoicko?

Hoicko Board Forms are a powerful feature that transforms any board into a data collection form. Instead of manually adding rows to a board, you can create a shareable form that allows team members, clients, or customers to submit information directly — automatically populating your board with the responses.

Think of it as creating a Google Form, but where all responses go directly into your Hoicko board for instant tracking, automation, and management.

How to Create a Board Form in Hoicko

1. Open the board where you want to collect data.
2. Click the "Views" option or the "+ Add View" button.
3. Select "Form View".
4. Give your form a name (e.g., "Customer Inquiry Form", "Bug Report Form").
5. The form will automatically include columns from your board as form fields.
6. Customize the form by toggling which fields to show/hide and marking fields as required.
7. Add a form title, description, and optional cover image.
8. Click "Copy Form Link" to get a shareable URL.
9. Share the link with your audience — they can submit without needing a Hoicko account.

Types of Data You Can Collect with Board Forms

• Text responses (names, addresses, descriptions)
• Numbers (budget, quantity, ratings)
• Dates (preferred dates, deadlines, event dates)
• Dropdown selections (product type, department, priority)
• Status selections (urgency level, category)
• Email addresses and phone numbers
• Long-form text (detailed descriptions, feedback)

Popular Use Cases for Hoicko Board Forms

1. Lead Generation Form

Capture inquiries from your website or social media. Form responses auto-populate your CRM board so your sales team can follow up immediately.

Ideal for: Real estate agents in Jaipur, e-commerce businesses in Delhi, B2B service companies in Bangalore.

2. Customer Support Ticket Form

Allow customers to submit support requests directly into your helpdesk board. Responses can trigger automations to assign tickets to agents and set priorities.

3. Job Application Form

Collect applications from candidates directly into your HR recruitment board. Each submission creates a new applicant row for tracking through your hiring pipeline.

4. Event Registration Form

Register attendees for webinars, workshops, or corporate events. All registrations appear in your board for easy management and follow-up.

5. Employee Feedback Form

Collect anonymous or named feedback from team members. Responses flow directly into a dedicated board for analysis and action.

6. Order / Purchase Request Form

Allow teams to submit procurement requests via a standardized form. Requests auto-populate the procurement board for approval workflows.

7. Bug Report / Issue Form

Allow internal teams or beta users to report bugs. Each submission creates a new issue in your bug tracker board, with priority and status fields ready to be filled.

Benefits of Using Board Forms

• No manual data entry: Form submissions auto-populate your board — saving hours of copy-paste work.
• External sharing: Anyone can submit a form — no Hoicko account required.
• Instant visibility: Responses appear in your board immediately for real-time tracking.
• Trigger automations: Set up automations that fire when a new form response is received (e.g., assign to a team member, send a confirmation email).
• Consistent data: Dropdown and required fields prevent incomplete or inconsistent submissions.

Board Form Best Practices

• Keep forms short and focused — only ask for what you truly need.
• Mark truly essential fields as required to prevent incomplete submissions.
• Add a clear form title and description so submitters understand what they are filling out.
• Set up an automation to send a confirmation notification when a form is submitted.
• Regularly review form submissions and clean up test entries.
• Use dropdown columns instead of free text wherever possible for cleaner, consistent data.

Need Help Creating Your First Board Form?

• Email: Hello@hoicko.ai
• Phone: +91-9928122460
• Chat: help.hoicko.ai