Tasks from Forms

Forms in SmartTask allow you to collect structured information (like inquiries, feedback, support requests, job applications, etc.) and automatically convert them into tasks or CRM records. Each submission becomes a task, helping you streamline data intake without manual entry.

How to Create a Form

1. Click on + in the "Views Tabs" within any Project

   • Click the “Form” option

2. Add a Title and Description

   • Click on “Form” title to rename it.

   • Add a description, icon, or cover image if needed.

3. Add Questions Using Form Elements

   • On the right panel under “Form Elements”, drag and drop the fields you need.

   • Available elements include:

     • Single line text (e.g., name)

     • Multi line text (e.g., feedback)

     • Number, Date

     • Single select and Multi select

     • Attachment

     • Email, Phone number

Form Settings

Click the “Settings” tab next to “Form Elements” to configure behavior:

🔹 Task Configuration

• Task Name Field: Choose a form question (like “Issue Title”) that would be used to fillup Taskname field.

• Assign to: Auto-assign all form submissions to a team member.

• Copy all responses to task description: Enable to include all answers inside the task description.

• Add submitter to task followers list: Adds the person filling the form as a task follower.

🔹 Form Access & Sharing

• Accessible to: Set access level:

  • Anyone can access (public),

  • Only team members,

  • Specific people only

• Share form link: Copy the public form link to send to respondents.

• Embedded code: Use the HTML <iframe> to embed the form on a website.

🔹 Post-Submission Settings

• Redirect to: Set a URL to redirect users after submission (e.g., thank you page).

• Confirmation Message: Customize the success message after submission.

• Show button to add new request: Allow users to submit another entry.

• Enable reCAPTCHA: Adds a CAPTCHA to prevent spam.