How to create, run, and print a routing form

about 7 minutes

A routing form sends work to an org-board post. Each run records who confirmed its steps. A manager can use it to track a review and keep a completed record.

Before you start

Have a post on an org board with a user assigned under Held by (users). Our example uses the Office Manager post on the Operations board, held by Test Owner. See Build your org board and Post details and people for that setup.

Step 1 — Open Routing forms

Click Routing forms in the sidebar. The page has a New routing form section.

The Routing forms page with its creation form.

Step 2 — Create the form

Enter a Title and Purpose. We used Office supply request. Click Create to open the form editor.

The new form has an Office supply request title and a short purpose.

Step 3 — Choose the post

Under Post 1, choose Office Manager from Post. Check the Held by Test Owner text. This identifies the user who can do the work in our example.

Office Manager is selected as the post for the first step.

Step 4 — Write the step

Under Steps, enter the step title in the first box. Enter the instructions in the box below it. We entered Check the supply request and a short review instruction.

The step contains a title and instructions for checking the supply request.

Step 5 — Save and send

Click Save and wait for Saved. Click Send. The app opens a run of this form.

The saved form with Send outlined.

Step 6 — Review your assigned step

Check that the run says In progress. Read the instructions for the step marked Your turn. Complete the stated work before you confirm it.

The Office Manager step is marked Your turn.

Step 7 — Enter an optional due date

Enter a date in Due date (optional) if needed. We used October 19, 2026.

The run step has an optional due date entered.

Step 8 — Confirm the step

Click Confirm this step. Our one-step run changes to Completed and shows Finished — this record is locked. It also records Test Owner and the confirmation time.

The completed run says its record is locked.

Step 9 — Open the print view

Click Print on the completed run. The app opens a page without the workspace sidebar.

The completed run's Print link.

Step 10 — Print the record

Check the form title, due date, step, and confirmation in the print view. Use your browser's print command to print the page or save a PDF. We verified PDF output for this record.

The print view shows the completed routing record and confirmation.

Tips

The editor shows Add step and Add another post for longer forms.
Fallback post lets its users do the same steps; the editor says the first person to confirm does the step.
Completed runs show that their records are locked.
The due date appears on the completed run and in its print view.