Forms
Attach a form to a task
Admins onlyGrowth and above
Give a client a published form to fill in as part of a task.
Where:SidebarTasks
- Create a task, or open an existing one and select Edit.
- Select the Advanced tab. In the wizard, it is the Advanced column of the Task Details step.
- In Form, choose a published form.
- Select Create Task or Save Changes. In the wizard, select Continue and finish the remaining steps.
Good to know
- Only published forms are listed, so publish a form first if yours is a draft.
- The task keeps a copy of the form as it was when you attached it, so later edits to the form do not change it.
- Choosing a different form, or No form, removes the first form and any answers already saved on the task.
Related
- Pre-fill a form's answersEnter the answers you already know so your client only has to check them and fill in the rest.
- Require a form before completionStop a client finishing a task until they have submitted its form.
- Publish a formMake a draft form available to attach to client tasks.
- Send a form to a client to signGive a client a form to fill in and sign, from choosing the form to sending the task.