How do I assign a custom form to a task?

Updated 3 weeks ago by Jennifer B.

Option 1: Assign when creating a task

  1. Click your name at the top of your dashboard.
  2. Select Administration.
  3. Click Custom Tasks in your Tasks menu.
  4. Click .
  5. Click General.
  6. Enter the task name.
  7. Enter the task description/instructions.
  8. Select the desired settings.
  9. Click SAVE.

Option 2: Assign to an existing task

  1. Click your name at the top of your dashboard.
  2. Select Administration.
  3. Click Custom Tasks in your Tasks menu.
  4. Click on the task with which you want to associate a form.
  5. Select Edit.
  6. Click General.
  7. Select the form from the Form drop-down menu.
  8. Click SAVE.


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