Peace of Mind Organizing

Transpose helps you create forms easily

10 September 2015

I love creating forms and have been making them for years. I used to use Word, then I moved to Excel. But now I have a much easier way to create forms: Transpose.

This free website is a drag-and-drop form creator. It started its life as an Evernote extension called KustomNote and has branched out on its own. with a new name. I’ve used Transpose to create a dozen form templates so far, four of which I use on a regular basis. Here are some ways I’ve used Transpose:

• I created a form for my independent contractors (ICs) to fill out after a client appointment.
• I created two different forms I use for my own task management
• I created three forms for helping me keep track of genealogy data
• I created a blog post planner
• I created an inventory form for the containers I take to clients’ homes

When you create a form, you can create a link to it to share with others. For example, I sent a link to my ICs and they just click n the link and fill out the form, which ends up in my Transpose account. I can see using Transpose to create a form for clients or others to fill out. (Right now I send a feedback survey to clients through Fluid Surveys…I may shift to Transpose.)

So far, I’ve just scratched the surface with Transpose. When you fill out your forms (or have others fill them out), you’re creating a database, which I have not taken advantage of much yet. It has real potential as a contact management system. You can add all manner of fields in your forms that I haven’t even touched yet. Transpose seems to have a lot to offer.

Another terrific feature of Transpose is that you have option to make your form templates public. It’s a great way to share your form template (as oppose to just a fillable form) with others. And those public templates are a great way to find new forms to adapt for your own use.

So far, I’ve made four forms public.

• Get it done
• Design your day
• Genealogy task list
• Genealogy conference notes

I encourage you to check them out and also to “browse the public templates” that Transpose has available. There’s some great stuff out there. (I’m currently trying out 5 minute journal, which I find very appealing.

Of course, Transpose has an iOS app, so I can use it on my iPhone and iPad. (An Android app is in development.)

I’ve just been playing with Transpose for less than two months, but I’m really excited by the potential! I’m sure I’ll write future blog posts about Transpose as I delve further into its capabilities.

Tagged with: forms, productivity, systems, task management, time management, transpose

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