When an event triggers the checklist, you can view the forms under the tasks. To view the forms available in a task, perform the following actions:
- Navigate to Home > Tasks. The Tasks page opens.
- From the list of tasks available on the Tasks page, select a task. The selected task pop-up appears.
- In the pop-up, You can view a new tab called Form. This tab is available only if there is a form attached to the task.
The task owners can fill the information in the form, save and mark the task complete as well.
Related Links:
- To learn more about Tasks and Checklists from our documentation page, click here.
- To learn more about Tasks and Checklists from our video library, click here.