How to Create an Intake Form in Smartsheet
- George Apostolov
How to Create an Intake Form in Smartsheet: step-by-step guide
Inside Smartsheet's Grid View, configure the properties of the column based on the information you want to gather. To get started, head over to the column header and click its corresponding 'Column Menu' button
Choose 'Edit Column Properties' from the list of options.
After that, enter the name of the column into the provided input field and then specify its corresponding type.
Once done, tap 'OK' to apply the changes.
Repeat the same series of steps until all the necessary columns are configured accordingly.
Following that, navigate to the top menu bar and click 'Forms'.
Choose 'Create Form' to proceed.
Come up with a unique form title and description. Enter them into their respective input fields and use the available options to customize their formats based on your preference.
Subsequently, click the fields one by one.
Go to the right-side panel afterwards, then make your desired adjustments. For instance, you may add a Label, Help Text, and configure several related settings.
Once all the fields are properly calibrated, click 'Save' in the top-right corner.
After completing these steps, your Smartsheet intake form will be created. You can now share it with the intended participants and start collecting information.
Quick answer: To create an intake form in Smartsheet, configure your grid columns via the Column Menu and Edit Column Properties. Next, navigate to the top menu bar, select Forms, and choose Create Form. Finally, customize your form title, description, and individual fields in the right-side panel, then click Save.
About this Smartsheet tutorial
Build and customize intake forms in Smartsheet by configuring grid columns, creating the form, and adjusting fields to collect participant data. This guide shows how to create an Intake Form in Smartsheet in 12 steps, starting with "Inside Smartsheet's Grid View, configure the properties of the column based on the info..." and finishing with "After completing these steps, your Smartsheet intake form will be created. You can now...". The interactive demo above is a click-through copy of the real Smartsheet interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create an Intake Form in Smartsheet?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Smartsheet data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Smartsheet. Related guides: How to Do a VLOOKUP in Smartsheet, How to Export Smartsheet Projects to Excel and How to Freeze a Column in Smartsheet. Last reviewed 05 Oct 2026.
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