How-to Create a Task within a Form

  1. Click the Projects tab in the MyBar.
  2. Select the Project that you wish a Task added to.
  3. In the Sections Bar, select the Section that contains the Form you would like to add Task to.
  4. Select the "Task" icon, located in the Form header.
  5. Click the “Add New” button and select whether you want a Recurring Task or Non-recurring Task.
  6. Populate the required information for the Task, and click the “Save” or “Save & Close” button.

 

If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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