Q: Why aren't tasks created from my form submissions appearing on my project board/plan view?
A: Tasks generated from form submissions will only appear on your Project Plan view if the "Add the newly created task under a specific phase" option is enabled in your Form Automation settings. If this setting is not active, the tasks will only be visible in the general Task List view for that project.
Q: How can I ensure tasks created from forms are automatically placed into a specific phase on my project board?
A: To have form-generated tasks appear directly within a phase on your project plan, you need to:
- Go to your Form Automation settings.
- Enable the option "Add the newly created task under a specific phase."
- After enabling this setting, you must re-import the form into your project for the changes to take effect. Forms do not dynamically update their settings in projects where they've already been added.
Q: My project board isn't a "template board," but I still want form-generated tasks to appear on it. Is this possible?
A: Currently, the automatic placement of form-generated tasks into a specific phase directly on a project board is primarily designed to work when the form is linked to a project template which defines those phases. If you're using a non-template project board, direct automatic placement of tasks into a specific phase via form automation might be limited. You can still view tasks in the general Task List and manually assign them to phases from there.
Q: What if I edit a form template after it's already in use on a project? Do the changes apply automatically?
A: No, changes made to a form template do not dynamically update in projects where the form has already been applied. To implement the latest settings or updates from the template, you will need to remove the existing form from the project and then re-import it. It's advisable to consider an alert or notification feature that could inform users when a linked template form has been updated.