Adding form tasks
Add form tasks to the workflow when the user needs to complete a specific form as one step in the workflow. Select one form to assign to each form task.
Procedure
- Decide what dependency option you want the new task or
stage to use: Click In Series (
) and
select No Dependencies, In Series,
or In Parallel.Your selection remains in effect until you change it again. - In the workflow spreadsheet, click the stage or task name that you want the new row to follow.
- Click Add Row (
) and then select Form
Task. - Select a form in the pop-up and click Ok.
Note: You can only select one form for each form task. Your administrator populates this list on the project template.