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.

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01 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 Slack 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.

02 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.

03 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 Slack status updates while a block is running.
Weekly planning. Forma suggests open slots for your priorities around existing meetings.

04 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 Slack or GitHub and it updates in Forma.

Browse all integrations

05 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.

06 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.

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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.