Formitize User Guide

Recurring tasks cannot be created independently. However, if a task is generated as part of a recurring job, the task will repeat each time the job reaches ...

When you create a task manually you can set up the due time. If your task is coming from a Job Type Template, you cannot set up the time of the day that...

All Tasks assigned to or completed by any user can be viewed in the Task Module in the Web Portal.  You are able to use the Quick Search and apply Filte...

You are able to edit a Task Checklist in the Web Portal > Tasks > click on the Edit pen for the desired Task > inside the Task drawer if there isn&...

New Tasks can be created automatically via a Form Action, an Update Status, or Future Reminder. How do I create a new Task with a Form? How do I create a...

You are able to change who a Task is assigned to in the Web Portal > Tasks > select the checkbox of the Task you wish to reassign > select Assign t...

Tasks can be integral to a workplace, and in Formitize they can be linked to the CRM, Jobs, Accounts, and be used for source tracking and simply keeping on ...

In CRM > Tasks, there are now three buttons at the top of the list which can filter your Tasks so that you can easily find Tasks that are Overdue or Comp...

If you would like to delete a Task, go to CRM > Tasks, and in both the list view and the card view, you can select the checkboxes of which task(s) you wo...

To create a new Task through a job, in the Web Portal go to Jobs > Job Type Templates > Select the Job type you want to create tasks with. You can...