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Creating Custom Tasks

Design a Task Form

You can turn any form into a task form.

Your form must be named following the Form Language and Version Numbering convention - that means the name of your form should end with V1EN or V1CY.

The example form below is part of an allotment management process. It is used once a request has been made to put up a new shed. The case manager will assign the task (form) to the grounds team, who will inspect the site, assess the shed, then complete the form.

Task Form - Allotment

Once you are happy with your form, it needs to be integrated with Case Management.

Last modified on June 29, 2023

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