forma.

Get started

forma.

Get started

forma.

Get started

Features

Plan, automate, and track

your work in one place

Forma brings tasks, projects, your calendar, and connected apps together, then automates the updates and handoffs that usually happen by hand.

Start for free

Try the demo

Features

Plan, automate, and track

your work in one place

Forma brings tasks, projects, your calendar, and connected apps together, then automates the updates and handoffs that usually happen by hand.

Start for free

Try the demo

Features

Plan, automate, and track

your work in one place

Forma brings tasks, projects, your calendar, and connected apps together, then automates the updates and handoffs that usually happen by hand.

Start for free

Try the demo

Automations

Projects

Calendar & focus

Integrations

Insights

Collaboration

Automations

Automations for the routine updates

A rule has a trigger, an optional condition, and an action. When something happens in Forma or a connected app, Forma updates the task, notifies the right people, and logs what it did.

No code. Rules are built from dropdowns, so anyone on the team can set one up.

Runs across your tools. Start from a chat message, a calendar event, a form, or a merged pull request.

A log of every run. Each run records what changed and why, and any change can be undone.

Automations

Automations for the routine updates

A rule has a trigger, an optional condition, and an action. When something happens in Forma or a connected app, Forma updates the task, notifies the right people, and logs what it did.

No code. Rules are built from dropdowns, so anyone on the team can set one up.

Runs across your tools. Start from a chat message, a calendar event, a form, or a merged pull request.

A log of every run. Each run records what changed and why, and any change can be undone.

Automations

Automations for the routine updates

A rule has a trigger, an optional condition, and an action. When something happens in Forma or a connected app, Forma updates the task, notifies the right people, and logs what it did.

No code. Rules are built from dropdowns, so anyone on the team can set one up.

Runs across your tools. Start from a chat message, a calendar event, a form, or a merged pull request.

A log of every run. Each run records what changed and why, and any change can be undone.

Launch handoff

Active

When

Task status

changes to

Done

And

Project

Product launch

Then

Notify

#launch-team

And

Start next task

for

Owner

Ran just now · “Prepare launch checklist” marked done

Launch handoff

Active

When

Task status

changes to

Done

And

Project

Product launch

Then

Notify

#launch-team

And

Start next task

for

Owner

Ran just now · “Prepare launch checklist” marked done

Launch handoff

Active

When

Task status

changes to

Done

And

Project

Product launch

Then

Notify

#launch-team

And

Start next task

for

Owner

Ran just now · “Prepare launch checklist” marked done

Projects & boards

Projects in list, board, or timeline view

Each view shows the same tasks, so priorities, owners, and due dates always match. Switch views without losing your filters.

Saved filters. Keep a view of just your tasks, or just what is due this week.

One priority per task. It shows up the same way in every view and on your calendar.

Templates. Start launches, onboarding, and reviews from a checklist you have used before.

Projects & boards

Projects in list, board, or timeline view

Each view shows the same tasks, so priorities, owners, and due dates always match. Switch views without losing your filters.

Saved filters. Keep a view of just your tasks, or just what is due this week.

One priority per task. It shows up the same way in every view and on your calendar.

Templates. Start launches, onboarding, and reviews from a checklist you have used before.

Projects & boards

Projects in list, board, or timeline view

Each view shows the same tasks, so priorities, owners, and due dates always match. Switch views without losing your filters.

Saved filters. Keep a view of just your tasks, or just what is due this week.

One priority per task. It shows up the same way in every view and on your calendar.

Templates. Start launches, onboarding, and reviews from a checklist you have used before.

Website refresh

Board

To do

Q4 roadmap review

Planning

Collect feedback

Research

In progress

Done

Homepage wireframes

Design

Copy review

Content

Prepare launch checklist

Marketing

Website refresh

Board

To do

Q4 roadmap review

Planning

Collect feedback

Research

In progress

Done

Homepage wireframes

Design

Copy review

Content

Prepare launch checklist

Marketing

Website refresh

Board

To do

Q4 roadmap review

Planning

Collect feedback

Research

In progress

Done

Homepage wireframes

Design

Copy review

Content

Prepare launch checklist

Marketing

Calendar & focus

Tasks and meetings on one calendar

See what actually fits in your day before you commit to it. Block focus time, and Forma holds notifications until the block ends.

Drag tasks onto the calendar. Give a task a time slot and it shows up alongside your meetings.

Focus blocks. Notifications pause and your chat status updates while a block is running.

Weekly planning. Forma suggests open slots for your priorities around existing meetings.

Calendar & focus

Tasks and meetings on one calendar

See what actually fits in your day before you commit to it. Block focus time, and Forma holds notifications until the block ends.

Drag tasks onto the calendar. Give a task a time slot and it shows up alongside your meetings.

Focus blocks. Notifications pause and your chat status updates while a block is running.

Weekly planning. Forma suggests open slots for your priorities around existing meetings.

Calendar & focus

Tasks and meetings on one calendar

See what actually fits in your day before you commit to it. Block focus time, and Forma holds notifications until the block ends.

Drag tasks onto the calendar. Give a task a time slot and it shows up alongside your meetings.

Focus blocks. Notifications pause and your chat status updates while a block is running.

Weekly planning. Forma suggests open slots for your priorities around existing meetings.

Tuesday

Today

09:00

10:00

11:00

12:00

13:00

Product stand-up

15 min · Video call

Focus · Website design

Notifications paused

Lunch

Review homepage wireframes

Task · 45 min

Tuesday

Today

09:00

10:00

11:00

12:00

13:00

Product stand-up

15 min · Video call

Focus · Website design

Notifications paused

Lunch

Review homepage wireframes

Task · 45 min

Tuesday

Today

09:00

10:00

11:00

12:00

13:00

Product stand-up

15 min · Video call

Focus · Website design

Notifications paused

Lunch

Review homepage wireframes

Task · 45 min

Integrations

Integrations that sync both ways

Connect the apps your team already uses. Events, messages, files, and pull requests attach to the tasks they relate to, and stay up to date.

Quick to connect. Sign in to the app and choose what Forma is allowed to read.

Links, not copies. A linked thread, doc, or design stays in sync with the original.

Update from other apps. Change a task from your chat or code host and it updates in Forma.

Browse all integrations

Integrations

Integrations that sync both ways

Connect the apps your team already uses. Events, messages, files, and pull requests attach to the tasks they relate to, and stay up to date.

Quick to connect. Sign in to the app and choose what Forma is allowed to read.

Links, not copies. A linked thread, doc, or design stays in sync with the original.

Update from other apps. Change a task from your chat or code host and it updates in Forma.

Browse all integrations

Integrations

Integrations that sync both ways

Connect the apps your team already uses. Events, messages, files, and pull requests attach to the tasks they relate to, and stay up to date.

Quick to connect. Sign in to the app and choose what Forma is allowed to read.

Links, not copies. A linked thread, doc, or design stays in sync with the original.

Update from other apps. Change a task from your chat or code host and it updates in Forma.

Browse all integrations

Connected apps

4 of 12

Calendar

Events and focus blocks

Chat

#launch-team, #design

Code

forma/web, forma/api

Design

Not connected

Connected apps

4 of 12

Calendar

Events and focus blocks

Chat

#launch-team, #design

Code

forma/web, forma/api

Design

Not connected

Connected apps

4 of 12

Calendar

Events and focus blocks

Chat

#launch-team, #design

Code

forma/web, forma/api

Design

Not connected

Insights

Weekly summaries instead of status meetings

Every Monday, Forma summarizes what was finished, what is stuck, and how time was split between meetings, focus, and project work.

In Forma and by email. The recap is on your overview page and in your inbox.

Blocked work flagged. Tasks waiting on someone else for more than two days are called out.

Time breakdown. See how the week split between meetings, focus time, and project work.

Insights

Weekly summaries instead of status meetings

Every Monday, Forma summarizes what was finished, what is stuck, and how time was split between meetings, focus, and project work.

In Forma and by email. The recap is on your overview page and in your inbox.

Blocked work flagged. Tasks waiting on someone else for more than two days are called out.

Time breakdown. See how the week split between meetings, focus time, and project work.

Insights

Weekly summaries instead of status meetings

Every Monday, Forma summarizes what was finished, what is stuck, and how time was split between meetings, focus, and project work.

In Forma and by email. The recap is on your overview page and in your inbox.

Blocked work flagged. Tasks waiting on someone else for more than two days are called out.

Time breakdown. See how the week split between meetings, focus time, and project work.

Your week in review

Sep 7 – 11

Tasks completed

6.4h

Focus time

4.2h

Saved by automations

Meetings

Focus

Project work

Q4 roadmap has been waiting on Finance for 3 days

Your week in review

Sep 7 – 11

Tasks completed

6.4h

Focus time

4.2h

Saved by automations

Meetings

Focus

Project work

Q4 roadmap has been waiting on Finance for 3 days

Your week in review

Sep 7 – 11

Tasks completed

6.4h

Focus time

4.2h

Saved by automations

Meetings

Focus

Project work

Q4 roadmap has been waiting on Finance for 3 days

Collaboration

Every task has one owner

Assign an owner, discuss the work in comments on the task, and use roles to control who can see and edit each project.

Clear ownership. Others can comment and help, but one person is responsible.

Comments on the task. Decisions stay with the work instead of in a chat thread.

Guest access. Invite clients or freelancers to specific projects only.

Collaboration

Every task has one owner

Assign an owner, discuss the work in comments on the task, and use roles to control who can see and edit each project.

Clear ownership. Others can comment and help, but one person is responsible.

Comments on the task. Decisions stay with the work instead of in a chat thread.

Guest access. Invite clients or freelancers to specific projects only.

Collaboration

Every task has one owner

Assign an owner, discuss the work in comments on the task, and use roles to control who can see and edit each project.

Clear ownership. Others can comment and help, but one person is responsible.

Comments on the task. Decisions stay with the work instead of in a chat thread.

Guest access. Invite clients or freelancers to specific projects only.

Prepare launch checklist

Owner · AL

Draft is in. @AL can you confirm the launch date before I send it to legal?

Confirmed for the 24th. Moving legal review to tomorrow’s focus block.

Prepare launch checklist

Owner · AL

Draft is in. @AL can you confirm the launch date before I send it to legal?

Confirmed for the 24th. Moving legal review to tomorrow’s focus block.

Prepare launch checklist

Owner · AL

Draft is in. @AL can you confirm the launch date before I send it to legal?

Confirmed for the 24th. Moving legal review to tomorrow’s focus block.

Launch handoff

Active

When

Task status

changes to

Done

And

Project

Product launch

Then

Notify

#launch-team

And

Start next task

for

Owner

Ran just now · “Prepare launch checklist” marked done

Website refresh

Board

To do

Q4 roadmap review

Planning

Collect feedback

Research

In progress

Done

Homepage wireframes

Design

Copy review

Content

Prepare launch checklist

Marketing

Tuesday

Today

09:00

10:00

11:00

12:00

13:00

Product stand-up

15 min · Video call

Focus · Website design

Notifications paused

Lunch

Review homepage wireframes

Task · 45 min

Connected apps

4 of 12

Calendar

Events and focus blocks

Chat

#launch-team, #design

Code

forma/web, forma/api

Design

Not connected

Your week in review

Sep 7 – 11

Tasks completed

6.4h

Focus time

4.2h

Saved by automations

Meetings

Focus

Project work

Q4 roadmap has been waiting on Finance for 3 days

Prepare launch checklist

Owner · AL

Draft is in. @AL can you confirm the launch date before I send it to legal?

Confirmed for the 24th. Moving legal review to tomorrow’s focus block.

/ 06

Details

Smaller things that save time

Details

Smaller things that save time

Details

Smaller things that save time

Command menu

Press ⌘K to create, find, or move anything without reaching for the mouse.

Search everything

One search covers tasks, comments, files, and linked messages.

Light and dark

Switch themes from the header, or follow your system setting.

Export anytime

Export projects and tasks as CSV or JSON at any time.

Try

Forma

with

your

own

projects

Start on the free plan, import a board, and see how much of your week it takes care of.

Start for free

Try the demo

Free plan available. No credit card needed.

Getting started

2 of 4

Connect your calendar

Done

Import an existing board

Done

Add your first automation

Invite your team

Later

Try

Forma

with

your

own

projects

Start on the free plan, import a board, and see how much of your week it takes care of.

Start for free

Try the demo

Free plan available. No credit card needed.

Getting started

2 of 4

Connect your calendar

Done

Import an existing board

Done

Add your first automation

Invite your team

Later

Try

Forma

with

your

own

projects

Start on the free plan, import a board, and see how much of your week it takes care of.

Start for free

Try the demo

Free plan available. No credit card needed.

Getting started

2 of 4

Connect your calendar

Done

Import an existing board

Done

Add your first automation

Invite your team

Later