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.
Before you begin
Note: Depending on how your business environment
is configured, you might not be able to create ad hoc tasks.
Procedure
- In the Related Tasks tab, select New.
- Select Free Form from the list of
task types.
- Complete the general information for the task, such as
assigning a priority, due date, assignee, and task name.
- 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.
- Add a field to the form by selecting
the appropriate field in the palette.
- Enter a label for the field. The label is
what the recipient of the task sees when they open the task.
- Optional: Specify that the recipient of
the task must complete a field by selecting the Required check
box for the field.
- To move a field in the form, select the
field and drag it to a new position.
Attention: If
you are using Business Space on an iPad, you cannot
change the position of the fields.
- 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.
- When your form is complete, click Submit.
Results
The task is sent to the recipient and it is added to your
tasks list.