Forms are created with the intention of automating the creation of tasks. When a user wants to create a task, they will simply fill in the form and assign to which list they want to send the task.
This option is not available in all templates, check all the options included in the Project when you select it.
Get there
- Go to Projects in the toolbar
- Select the Forms option
- Click the Create Form or New Form button
How to create a form
To create a form you will need to complete the following fields:
- Project: Select the project associated with the form
You can click on the three point menu to enable this form in all projects
- Title: Create a title to define the form
- Icon: Choose an icon for the form
- Description: Add a description of the form
- Add to list: The created task will be sent to the project list you specify in this field
- Type: Select the type of task to be created (Story, Task, Epic, Bug)
- First question: The first question is mandatory. This field will be automatically assigned the type Title and will always appear at the top of the form
- Description: You can include a description to add additional information to the questions you add. This field will be visible to the user who fills in the form
- Type or answer format: This field is available and selectable for the rest of the questions in the form. It refers to the format that each of the answers to the questions added to the form will have
About the available answer types or formats
The types included in the section Linked to the task will automatically fill in the existing fields by default in the task.
- Title: This is the default type assigned to the first question of the form and defines the task title
- Description: Corresponds to the description of the task
- Start: Will allow the user to select a date for the start of the task in the calendar
- End: It will allow the user to select a date for the end of the task in the calendar
- Priority: This option will allow the user to select between Very High, High, Medium, Low or Very Low
- Story Points: Story points will be the unit of measure to express the estimate of the overall effort required in the task
Except for the Title field, which is already mandatory by default, all other fields have the option to be set as mandatory, simply check the Required field box when adding the question.
The following types correspond to the Custom section which refers to the extra fields for the generated task:
- Text field: This field will be reflected in the task if filled in
- Number: If filled in, the information will be reflected in the task
- Date: The selected date will appear inside the task
- Selection: You can add several options and it will appear in a drop-down format to choose an option
- Radius: You can add several options and they will appear in horizontal format
- Checkbox: You can add several options and they will appear in vertical format
If you need to delete any of the questions, simply click on the delete icon to the right of the question
You can always add more questions to the form by clicking on Add question. When you have completed all the necessary fields in your form click the Create button.
You can create as many forms as you need. Once completed, the form will be visible to all project members participating in the assigned task list.
How to manage created forms
Only the administrator or creator of the form will be able to delete or edit it, other users will only be able to fill it in.
How to edit a form
- Go to Projects in the toolbar
- Access Forms
- Locate the form you want to edit and click on the three point menu
- Hit Edit
- Change the necessary fields and hit Update
How to delete a form
- Go to Projects in the toolbar
- Access Forms
- Locate the form you want to edit and click on the three point menu
- Hit Remove
- Execute the action by hitting Confirm
How to fill in a form
- Access Projects from the toolbar
- Select a project from the list
- Go to the Forms option
- Press Fill one of the active forms for that project
- Fill in the indicated fields
- Hit Save
The generated task will be added to the project board