
Jotform Teams provides shared workspaces for collaborative form creation and data management. It offers role-based access, automated workflows, and secure data storage, enhancing team productivity and organization.
Vendor
Jotform
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**Shared workspaces for your forms **and data
Create shared workspaces for teams within your organization. Let members create forms, tables, reports, and apps to work collaboratively online. Set different roles and permissions to stay in control of your data.
All team assets in one place
Give each team an all-in-one workspace so members can access and edit their assets in a single place. Assets added to shared workspaces are owned by the entire team, so members can stay up to date and work collaboratively.
Create a team
Create any number of teams within your organization.
Invite members
Customize permission settings for each user to control who can view or edit your data.
Collaborate
Build online forms to collect and manage data with your team.
Collaborate with your team members
Seamlessly collaborate on submission data with your team members and clients via Jotform Tables. Organize and manage data on spreadsheets, calendars, or easy-to-read cards — perfect for any occasion or management style.
Automate your team’s workflow
Streamline approvals within your team’s workflow. Collect HR requests, job applications, IT tickets, and more with online forms and turn them into tasks in an automated approval flow. You can also request e-signatures and other approval actions from team members with Approve & Sign.
Assign different roles to team members
Structure your team roles in a way that makes sense with your preferred workflow hierarchy. Jotform Teams users can execute daily tasks efficiently, and administrators can ensure all users have access to important assets and data — all possible with the predefined roles in Jotform Teams.
- Reduce administrative work
- Delegate tasks
- Maintain compliance
- Ensure security
Discover how Jotform Teams works
Easily create shared workspaces for your teams to collaborate on forms, tables, reports, apps, and other assets — all in one place.
A shared online workspace for each team
Create individual workspaces for each team to access and edit assets from one centralized location. Assets added to shared workspaces are owned by the entire team, so each team member always has access to up-to-date information.
Roles and PermissionsTeam member access roles
Assign different roles to team members and control what a user can see or do within your shared workspace.
- Team Admin
- Data Viewer
- Data Collaborator
- Creator
AssetsKeep everything in one place
Share forms, tables, reports, apps, approval flows, and e-sign documents with your entire team in a central workspace, so team members always know where to find the latest assets.
FoldersOrganize your projects with folders
Create folders in each team’s workspace to keep your projects organized by client, program, department, or other category. Make it easy for team members to find what they need quickly.
Team CollaborationCollaborate with your team members
Easily collaborate with team members and clients on submission data with Jotform Tables. With the click of a button, you can convert your data into professional-looking reports to uncover new insights and make informed business decisions using Jotform Report Builder.
Cross-Departmental CollaborationCreate apps for specific goals
Bring your team’s project information together in a single app that works great on any device with Jotform Apps. Get started with 200+ premade app templates or drag and drop to make one from scratch — no coding required.
AutomationAutomate your team’s workflow
Streamline your team’s approval workflows with automation. Collect HR requests, job applications, IT tickets, and more with online forms and turn them into tasks in an automated approval flow. You can also request e-signatures and other approval actions from team members with the Approve & Sign feature.
Request E-signaturesStreamline your document signing process
Automate your team’s signing process with documents that can be filled out and e-signed on any device. Jotform Sign lets you create documents, invite signers, and turn each signed document into a PDF — to be automatically sent to your cloud storage accounts with our powerful integrations.
PDF GenerationGenerate documents fast
Save time by automating document creation with Jotform’s hundreds of PDF templates. Choose a template, customize it with our drag-and-drop PDF Editor, and connect it to a form. Your form data will automatically populate the document to create polished PDFs to share, print, or store.
CustomizationCustomize your team’s workspace
Create individual online workspaces for each team and keep track of team assets from one place. You can customize the cover image and team avatar to keep each workspace a unique look.
Teams DirectoryBrowse your organization's teams
Jotform Enterprise users can browse all of their organization’s teams using the Teams directory. They can also request to join new teams as needed.
Privacy OptionsCustomize your workspace visibility
With Jotform Teams, you have total control over how visible your workspace is to others. Increase team engagement by allowing other members of your organization to see your team in the Teams directory — or make your team private so it will only be visible to other members.
Move AssetsTransfer existing forms to a team workspace
If you have existing forms in your personal Jotform account, you can easily transfer them to your team workspace in just a few clicks. You can also transfer team forms back into your personal account.
Activity LogStay on top of your team’s work
Ensure that your team is on track to meet project deadlines and quarterly goals. Use the activity log to monitor the latest changes made by each individual user. Increase visibility and accountability across your team.
Admin ConsoleManage your organization
Supervise your entire organization from one centralized place. Add new users, create different teams, review and manage forms for specific users, and track all user activity logs.
Mobile AppTrack submissions from any device
Track and manage form submissions as a team using Jotform Mobile Apps. Collect data with powerful forms you can manage straight from your phone or tablet. View your team’s forms, submissions, and members seamlessly. Get the full power of Jotform at your fingertips.