Hello! How can we help?


Using Forms in Events and Tasks

*Note: Refer to Event - Adding an Event OR Tasks - Adding a Task

Step 1: Follow guided form to populate information regarding the Event or Task chosen

Step 2: Click on ADD FORM

Step 3: Select a form from the drop down and click ADD FORM

Step 4: Click on your new form

Step 5: Complete the guided form and click CLOSE once finished. (click ADD ACTION if you wish to add any actions)