Overview

Task Forms allow users to collect actionable data from various stakeholders and collaborators and create tasks based on them. Once a Task Form is submitted, a task is automatically created in the Project’s Task Sheet based on the input from the form.

To submit a Task Form, you should either have access to the form itself or an external link to the form.

Submit a Task Form

1. If a team member has shared the link to a Task form with you, you only need to copy and paste that link in your browser to access the form. 

2. You can also access all Task Forms by clicking the Settings icon on the bottom left corner of the window and then clicking Request Forms.

​

3. Select the Request Form you want to access, click the Options icon and select View.

​

4.Once you have access to the form, fill out the relevant fields, and then click Submit. Your request will be logged in the respective Task Sheet as a task.