Managing Tasks › Associated Task Forms › Add New Forms to Tasks

Add New Forms to Tasks

To add a form to a task

1. Open the task to which you want to add a form.

   The Task Properties page appears.

2. Select the Associated Forms tab.

   The Task: Associated Forms page appears.

3. Click New.

   A list of all of the folders that are available display on the Add Form page.

4. Select the folder in which you want to store the form.

   The Form Properties page appears.

5. Complete the following fields in the General section:

   Item Name

   Required. Enter a descriptive name for the task (up to 64 characters).

   Form Folder

   Required. This is a read-only field that displays the name of the form you selected on the previous page.

   Activity Status

   Specifies the activity status. Select an activity status for the form.

   Values: Open, In-Progress, and Done

   Default: Open

   Related Task

   This field displays the name of the task associated to this form. Click the Browse icon to select additional tasks if you want to share the form.

   Description

   Defines the description for the form.

   Deliverable Owner

   Defines the name of the deliverable owner. Click the Browse icon to select a deliverable owner.

   Deliverable Assigned To

   Defines the name of the resource assigned to the deliverable. Click the Browse icon to select the name of the resource to which you want to assign the deliverable.

   Est. Completion Date

   Specifies the form's estimated completion date. Click the Calendar icon to select an estimated completion date.

6. Complete the following fields in the Deliverable Status section:

   Status

   Specifies the deliverable status. Select the status of this form as a deliverable.

   Values: Open, In-Progress, and Completed

   % Complete

   Enter a number that reflects the percentage of this form that is complete.

   Actual Completion Date

   Click the Calendar icon to select the actual completion date for the form.

7. Complete the following fields in the Deliverable Approval section:

   Deliverable Approver

   Defines the name of the resource assigned to approve the deliverable. Click Browse to select the resource you want to approve this deliverable.

   Approval Status

   Specifies the deliverable approval status. Select the status.

   Values: Approved and Not Approved

   Approval Date

   Specifies the form's approval date. Click the Calendar icon to select an Approval Date for the deliverable.

8. Click Submit.

   The new form is created and displays in the list on the Task: Associated Forms page.