Product & Engineering forms
Help people describe bugs, product ideas and engineering needs precisely. These guides focus on reproducible context, scope and feedback that a team can review.
Applications
- Applications
Beta tester signup: collect what you need to choose testers
A beta tester signup should collect enough to choose testers for the build you are about to release, and no more.
- Applications
User research screener: qualify people by what they did
A user research screener decides who is invited to an interview or usability test, so its questions should ask about recent behavior rather than opinions or future intentions.
Checklists
- Checklists
Release sign-off: a written record of what was approved and why
A release sign-off records who checked a release, what they checked, and which known risks they accepted before it went out.
Reports
- Reports
Bug report form for people outside your team
A bug report form for people outside your team should capture what they did, what they expected, and what happened, in words a non-engineer can write.
Requests
- Requests
API access request: record the need, not the secret
An API access request should say who needs access, why, to which areas, and in which environment, so that the owner can decide the smallest scope that does the job.
- Requests
Architecture review request: bring options, not a finished build
An architecture review checks a proposed design against its constraints, including data handling, reliability, security and how the system will be run, and it ends with a recorded decision.
- Requests
Design or UI request: start from the decision, not the look
A design request should say what decision the design has to support, which screens or assets it touches, and when that decision is needed.
Surveys
- Surveys
Product feedback survey: ask about use, tasks and obstacles
Product feedback asks people who have used a product about one task they tried to finish, how hard it was, and what got in the way.
- Surveys
Sprint retrospective: collect input before the meeting
A sprint retrospective survey collects the team's view of the sprint before the meeting, so that quieter people can contribute and the discussion starts from patterns rather than memory.
- Surveys
Third-party vendor evaluation: score criteria one at a time
A third-party vendor evaluation records each evaluator's score for each criterion, the must-have requirements the vendor did or did not meet, and any relationship the evaluator has with the vendor.
Related templates
- References
API Documentation
Developer integration guide
- Visuals
Product Roadmap
Feature development timeline
- References
Release Notes
Update log for software