How to Create New Assets in Jotform Teams

Creating new assets in Jotform Teams allows your team build and manage shared Forms, AI Agents, Workflows, Apps, E-Sign Documents, Tables, Reports, or Boards, all in one central workspace. Whether you’re designing a form or setting up a workflow, Jotform Teams helps keep everything organized and accessible for your whole team.

Creating new Assets in your Jotform Team is pretty simple. Here’s how to do it:

1. On the left side of your Workspace page, click on My Workspace.
2. Then, in the menu that comes up, under Team Workspaces, select the team you want to manage. For example, the Content Team.

3. Then, click on Create on the top-left side of the screen.

4. Now, choose the Asset you want to create, and you’ll be redirected to its respective builder:
   • Form — Create and customize forms to collect information easily.
   • AI Agent — Create AI Agents to automate conversations and enhance customer interactions.
   • Workflow — Automate processes and streamline approvals with workflows.
   • App — Build and design custom apps without coding.
   • Sign Document — Send documents for electronic signatures quickly and securely.
   • Table — Organize and manage data in a spreadsheet-style table.
   • Report — Generate visual reports to analyze and share collected data.
   • Board — Track tasks, manage projects, and collaborate with your team in a kanban-style view. 

Once created, your Asset will be automatically saved and listed on your Teams Workspace page for easy access.