Plan tasks from your form

In some cases, you may want to create a task for yourself or your colleagues while filling out your form. In that case, implement the task element in your form.

Explanation

You will find the task element among the action elements when you want to add an element.

Label

At label, if desired, a title can be given to the element. This title can be filled using aliases and/or calculations.

Text

Here you specify editable text. This can also be filled in by aliases and/or calculations.

Required

If you check this, the user must have filled in the element in order to finalize the concept.

Name

Here you enter the name of the task. This is the title of the task in the overview. It is convenient to fill this with values from your form using aliases, so that the task title is always unique.

Description

Here comes the description of the task. This is visible when the task is opened. It is convenient to fill this with values from your form using aliases.

Form

When a task can only be completed if a specific form is filled in, you indicate which form it concerns with this option.

Allow completion before the date

Here you specify a time frame for when it is allowed to complete the task before the user's entered time.

Allow completion after the date

Here you specify a time frame for when it is allowed to complete the task after the user's entered time.

Visible to everyone in the organization

Check this option if the task should be visible to everyone in the organization. By default, the task is only visible to the person who owns the document.

Settings

Here you can set the appearance and visibility of the element and also specify an alias for the element.