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Expert Advice Form Design

Better Form Design in Jira (Series)

by Jenny Choban on October 31, 2019

In our upcoming series, we’ll help you understand how form design in Jira can help or hinder data collection.  We’ll help you write good questions, choose the right custom fields, and create forms that users actually want to complete. We’ll explore the screen and form capabilities of Jira Jira Service Desk and ProForma.  Finally,  we’ll provide use cases for various teams, and see how you can turn bad forms into good ones.

We’re excited to be collaborating again with Rachel Wright to help you create better forms and screens and Jira and Jira Service Desk. In 2017, ThinkTilt and Rachel Wright teamed up with the goal of helping business teams get more out of Jira and conquer their “to do” lists. In 2018, we helped administrators effectively manage Jira and battle custom field bloat. Now we are tackling better forms design in Jira.


We hope you'll check in regularly to see the upcoming installments:

  • Why Form Design in Jira Matters  –  How you design your forms will impact the quality of data you receive, and much more!

  • Layout and Flow: Creating User-Friendly Forms in Jira – Form layout affects completion rates and user frustration. We'll discuss the right way to do it.

  • Writing Good Form Questions in Jira: Part 1 – Get good data in Jira by asking the right questions, the right way.

  • Writing Good Form Questions in Jira: Part 2 – Choice questions are great for collecting structured data. We'll look at the options for choice questions and discuss ways to influence, or mitigated influence on the user.

  • Things to Think About when Converting Forms in Jira – Bringing a process into Jira for the first time? Don't just copy forms straight across. This is a chance to make improvements.

  • Efficient Jira Screens and Jira Service Desk Request Forms Jira screens and JSD request forms aren't the same. Here's how you can make each one work for its audience.

  • Tips for Creating Good Forms/Screens in Jira – Learn how you can leverage Jira features like tabs, workflow transitions and icons to create better forms and screens.

  • Form Design Best Practices: What You Can and Can't Do in Jira – Now that we know what good form design means, we'll hone in on which practices can be applied to Jira and Jira Service Desk

  • Use Cases – We'll also include a series of use cases illustrating how using forms expands what you can do in Jira.

  • Form Audit – Finally, we'll take a bad form and transform it to an awesome, user-friendly, data collecting machine.



About ProForma


ProForma is the forms solution for Jira, making it easy for teams to build and deploy online forms, backed by Jira’s great workflow engine. Empower every team in your organization to take control of their processes and deliver first class request management. All the information you need, where you need it.


About Rachel Wright


Rachel Wright is an entrepreneur, process engineer, and Atlassian Certified Jira Administrator.  She is the owner and founder of Industry Templates, LLC, which helps companies grow, get organized, and develop their processes.  Rachel also uses Atlassian tools in her personal life for accomplishing goals and tracking tasks.  Her first book, the “Jira Strategy Admin Workbook, was written in Confluence and progress was tracked in Jira!