Forms
Require a form before completion
Admins onlyGrowth and above
Stop a client finishing a task until they have submitted its form.
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 if the task does not have one yet.
- Tick Form must be submitted before the task can be completed.
- Select Create Task or Save Changes. In the wizard, select Continue and finish the remaining steps.
Good to know
- The tick box only appears once a form is chosen, and the form card on the task then shows Required.
- It stops the client finishing the task, but you can still select Complete.
- Without this tick a client can finish the task without the form, unless the task also needs a signature.
Related
- Attach a form to a taskGive a client a published form to fill in as part of a task.
- 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.
- Edit a taskChange a task's details, due date or requirements after you have created it.
- See how a client fills in a formSee how a client opens, saves and submits a form on a task, and what happens after they submit.