How do I assign a form to a custom task?

Updated 11 months 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 Create new task.
  5. Enter the task name.
  6. Enter the task description/instructions.
  7. Select the form you want associated with this task.
  8. 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 the vertical ellipsis [vertical ellipsis button] on the task with which you want to associate a form.
  5. Select Edit.
  6. Select the form from the drop-down menu.
  7. Click Save.


How Did We Do?


Powered by HelpDocs (opens in a new tab)