How to add a Form to a Task in TheServiceProgram Online

This article will detail how to add a Form to a Task from within the mobile application. Also covered in this article is how to set a Form to be the default form for all Tasks.

Manually adding a Form to a Task

Step 1: In the mobile app navigate to the Open Tasks page.01.png

Step 2: Click on the Task you wish to add a Form to.02.png

Step 3: Click on the Form title bar to open the Form section of the Task03.png

Step 4: Click 'Choose a Form' and select the Form you wish to attach from the list.04.png

Step 5: Click the 'Add Form' button.05.png

Step 6: Click on the Form name listed in the 'Forms' section of the Task to access that Form.06.png

Step 7: Fill out your Form and be sure to click 'Save' in the upper right corner when finished.07.png

  • Note that fields with a red asterisk next to the Field Title are 'Required' fields and must have some data entered before the system will allow you to mark this Task complete.

Setting a Form as the default for all Tasks

In order to have the same Form be pre-attached to every Tasks made in the system, simply follow the steps below.

Step 1: Navigate to Settings > System Settings08.png

Step 2: Click on the 'Tasks' tab in your System Settings09.png

Step 3: Make your selection in the 'Default Task Form' field10.png

Step 4: Be sure to click the 'Save' button at the bottom of the page!11.png