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.
1.
Decide what dependency option you want the new task or stage to use: Click In Series (Spreadsheet with plus sign) and select No Dependencies, In Series, or In Parallel.
Your selection remains in effect until you change it again.
2.
In the workflow spreadsheet, click the stage or task name that you want the new row to follow.
3.
Click Add Row (Row and plus sign image) and then select Form Task.
4.
Select a form in the pop-up and click Ok.
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You can select only one form for each form task in the workflow. Your administrator populates this list on the project template.
After you add form tasks to the workflow, you can configure approval tasks to send the completed forms for approval.
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