Creating Custom Tasks

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 form name 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.

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