How to Create New Assets in Jotform Teams

May 21, 2025

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 your My Workspace page, click on the team you want to create new assets for on the left side of the screen. For example, the Content Creation Team.
  2. Then, click on Create on the top-left side of the screen.
Click a team on the left, then click Create on the top-left in Jotform
  1. 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. 
Choose an asset to create: Form, AI Agent, Workflow, App, Sign Document, Table, Report, or Board in Jotform

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

Contact Support

Our customer support team is available 24/7 and our average response time is between one to two hours.

Send Comment:

Jotform Avatar
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Podo Comment Be the first to comment.