Is it possible to include a form a team member has to complete when opening a task?

We have different types of tasks/jobs. We want to ensure all the details are in place from the get-go. Is there a way to have something like this populate?

Hi @Amanda_Horne2

There isn’t a form, however, you can use Task Templates with the requirements listed.

@Amanda_Horne2, You may want to consider my Forum Leader Tip related to this topic:

Hope that might help,


1 Like

This topic was automatically closed after 6 days. New replies are no longer allowed.