Formitize User Guide

Recurring tasks cannot be created independently. However, if a task is generated as part of a recurring job, as a Job Status Update, or a Future Reminder, t...

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.  Go to Tasks > My Tasks or All Tasks. You are ...

You are able to edit a Task Checklist in the Web Portal by going to Tasks > All Tasks > click on the Edit pen for the desired Task > inside the Tas...

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 by going to Tasks > All Tasks > select the checkbox of the Task you wish to reassig...

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 > All 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 O...

If you would like to delete a Task, in the web Portal go to Tasks > All Tasks and in both the list view and the card view, you can select the checkboxes ...

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...