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