Creating ad hoc tasks in the My Work Organizer widget

Sometimes you might need to create a task for yourself or someone else to get additional work done. For these ad hoc tasks, you can create a form to capture the information that is needed for the task

1. Select Free Form from the list of task types.
2. Complete the general information for the task, such as assigning a priority, due date, recipient, and task name.
3. Create the form for the work request. The icons in the form palette represent the fields that you can add to your form, for example, date fields, number fields, and text fields.
   1. Add a field to the form. Select the appropriate icon and drag it onto the form.
   2. Enter a label for the field. The label is what the recipient of the task sees when they open the task.
   3. Optional: Specify that the recipient of the task must complete a field by selecting the Required check box for the field.
   4. To move a field in the form, select the field and drag it to a new position.
4. Optional: Save the form for completion later. If you need to interrupt your work, you can save your form by clicking Save as draft.
   Note: After you save the form, you cannot change the structure of the form. You can, however, change the content of the fields.
5. When your form is complete, click Submit.