Why are tasks created from forms not appearing on the Board or Project Plan view?

Created by Advaith R, Modified on Fri, 9 Jan at 7:33 PM by Advaith R

  • Plan Availability
  • Essential
  • Standard
  • Premium
  • Enterprise


Tasks generated from form submissions only appear on the Project Plan or Board views if they are assigned to a specific phase. If the form is configured to create tasks but no phase is selected, the tasks will only be visible in the Task List view.

To ensure form-submitted tasks appear on your Board/Project Plan, follow these steps:

  1. Enable Phase Placement: In your Form Automation settings, ensure the option “Add the newly created task under a specific phase” is toggled ON.

  2. Select a Target Phase: Choose the specific phase where you want these tasks to be placed.

  3. Re-import the Form: Form automation settings do not update dynamically for forms already attached to a project. To apply your new configuration, you must re-import the form into the project.

Tip: If you see tasks in your Task List but not on your Board, it is a clear indicator that the "Specific Phase" setting is missing or was enabled after the form was already added to the project.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Contact our support team

Have more questions? Paid users can log in and email or chat with us.

Start your free trial