You can require assignees to complete one or more forms as part of a task. This is useful to ensure compliance guidelines are met or to simply collect more information during the review process.

  1. To add a form:
    1. Click Forms, then click +.
    2. Select a form.
    3. Click Save.
  2. To edit a form, hover over it and click .
  3. To delete a form, hover over it and click . Click Yes to confirm.