This article provides step-by-step instructions to help you add and manage action items, ensuring tasks are organized and easily tracked within your forms for efficient project management.
Guide to Adding an Action Item to a Form Template
Step 1: Navigate to the Form Templates
Go to Forms > Templates on the left hand side menu.
Choose the template you want to edit.
Step 2: Add an Action Block
Press Add Block.
From the options provided, select Actions under Input blocks. An action item block will now appear in the template.
Step 3: Customize the Action Item
Enable attachments: Use this option to attach files to the action item.
Enable defects: Use this option to link a defect to the action item.
Enable actions: Define specific tasks or steps within the action item.
Enable notes: Add any relevant details or context for the action item in the notes section.
Repeatable: Enable this option to make the action item repeatable. Activating it will replicate the entire block as needed.
Hide from public forms: This will hide the field when the form is viewed by a public user.
Hide from PDF exports: This will hide the block when exporting the form as a PDF document.
Step 4: Save Your Changes
After adding and customizing the action item, press Save Template at the top of the page to save your changes.
If you have any further questions or need assistance, please contact a member of the BuildPass team by clicking on the black chat icon on the bottom right-hand corner, send an email to [email protected] or by calling (03) 9917 4285.