---
title: 'Overview'
description: 'What the Form Library does, where templates live, and how tasks use attached forms.'
search:
  tags: ['form-library', 'formularbibliothek-uberblick']
---
The **Form Library** gives your workspace reusable **form templates**—think inspections, handoffs, signatures, and file uploads—so everyone captures the same structured data. You maintain templates in workspace settings; on a task, you attach instances, fill them in the modal or inline blocks, and track progress from the sidebar.

![Leadtime interface](/images/help-center/form-library/formularbibliothek-uberblick-01.png)

## Two sides of the feature

There is an **admin side** and a **task side**:

- Admins (or anyone with the **Manage form templates** permission) build **categories**, **templates**, and **fields** under **Administration → Workspace settings → Form templates**.
- On a task, people with the right permissions **attach** templates as **form instances**, then **fill** or **view** them from the **Forms** sidebar and from collapsible sections on the task page.

Below is how a form looks when it is expanded on the task itself—the same instance also appears in the sidebar list.

![Leadtime interface](/images/help-center/form-library/formularbibliothek-uberblick-02.png)

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## Field types you can use

Templates support the same families as custom fields—**Text**, **Textarea**, **Number**, **Date**, **Checkbox**, **Select**, **MultiSelect**, **Currency**, **Url**—plus form-specific pieces such as **Section headings**, **File upload**, **Signature**, and **Radio** groups. Options for choice fields live in the field editor, similar to custom-field options.

![Leadtime interface](/images/help-center/form-library/formularbibliothek-uberblick-03.png)

---

## Permissions at a glance

Template management uses the **Manage form templates** permission (under **Form templates** in the role editor). On tasks, attaching and removing instances requires **Attach or remove forms on tasks**; saving answers requires **Fill in forms on tasks**. If a task is already billed, further saves are blocked—plan your workflow accordingly.

> **Note:** Need categories, fields, or template setup? Continue with **Managing form templates** in this help section.