How do I assign a form to a custom task?

Updated 1 month 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.

For a brief overview of forms, watch the Custom forms video tutorial.


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