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Assigning Forms To Tasks

How to assign forms to a task

Traffio avatar
Written by Traffio
Updated over 11 months ago

When creating Forms, you can assign them to a specific Task Type based on availability.

Task Types has been introduced to lay the groundwork for more templating functionality in the future.


How To Assign a Form to a Task Type:

  1. Navigate to Forms on the sidebar

  2. Select the desired Form

  3. Under the Availability section select 'Tasks of a Specific Type'

  4. Select the Task Types you want this form to be available on

  5. Click Save

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