Using Forms in Trackler
In Trackler, you can use forms to collect information from Trackees in a structured way. Within your workspace, there are two types of forms:
Team Forms – Visible and editable by all workspace members
Personal Forms – Only visible and accessible to you
Where to Find Forms
In the left-hand menu, go to Forms. You’ll see two sections:
Team Forms – Forms shared with your entire team
Personal Forms – Forms only you can view and edit
Choose Team Forms if you want to create or manage forms shared with your colleagues.
Creating a Form
Click Create Form to add a new form. This opens the form builder, where you can structure pages and fields to suit your needs.
👉 Learn more about this in the article: Creating a new Form
Overview and Form Status
In the overview, you’ll see for each form:
Title – The name of the form
Visibility – Whether the form can be shared publicly
Status – Whether the form is in draft or published
Last Updated – When the form was last modified
Use the search bar in the top right to quickly find a form.
You can also filter or sort by properties like visibility, status, or last updated using the Filter and View buttons.
Actions per Form
Use the three dots (…) menu on the right of any form to:
Copy Share Link – Useful when the form is public
Edit – Open the form in the editor
Delete – Permanently remove the form
⚠️ Note: Deleting a form is irreversible.
Visibility & Status
Each form has two key properties that affect how it can be used:
Visibility
Private – Visible only within your workspace
Public – Shareable outside of Trackler via a link
Status
Draft – Still being worked on, not yet usable
Published – Ready to assign to a Track or share
You can update these properties under the Settings tab in the form editor.
About Personal Forms
In addition to team forms, you can also create personal forms. These are:
Only visible to you
Great for drafts, test forms, or personal coaching sessions
Not accessible by other workspace members
Go to Personal Forms in the menu to manage your own forms.
Sharing forms externally
Do you want to share a form with people outside your Trackler workspace, such as clients or coachees without an account? You can make the form accessible for external use:
Open the form you want to share.
Click Settings on the left.
Toggle the Public switch on.
This makes the form accessible to people outside of Trackler.Then click Share in the top right corner to copy the shareable link.
Viewing submissions
When someone fills out your form via the shared link, you can view their responses:
Open the form in Trackler.
Click Entries on the left.
Here, you'll see all received responses clearly listed.