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Where can I find the Form Builder feature?

Product Content Team

You can find the Form Builder feature in the Tasks & Checklists module. To view the Form Builder option, perform the following actions:

  1. Navigate to Settings Icon > System Settings > Checklist > Checklist Dashboard.
  2. On the left side of the page, there is a list of all the checklists. Select a checklist or search for one using the search box.
  3. Expand the Task Templates card.
  4. Click Add new task template. Add Task Template pop-up appears.
  5. Under Add a form option, click Add to add a form. Form Builder pop-up appears. You can now customize and create a form as per your requirements.

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.