Overview
A Default Mobile Task Form is a task form that is available in the mobile app for users to pull up and assign to another user or user group. It can be accessed at any time (via an Add Task button) when users are filling out a form.
For example, let’s say a worker is inspecting the manufacturing floor and notices a hazard. They can simply tap Add Taskon their device to up the Default Mobile Task Form. They can then document the hazard and assign the task form to someone on the maintenance team to correct the issue.
You have the option to use FastField's generic Default Mobile Task Form or customize your own using the full capabilities of our Form Builder.
How to Set Up a Default Mobile Task Form
From the Tasks Page:
- Go to Form Sharing > Dispatch/Tasks in the left navigation menu of the Portal.
- Select Options in the top-right corner.
- Make sure the Mobile Tasks toggle is on and green.
- This will create an Add Task button on the bottom menu of all of your forms in the app.
- Select your Default Mobile Task Form from the drop-down menu.
- This will be the task form that users can open, fill out, and send while using a form in the app.
- You can also select your Default Mobile Task Form on the Forms page by selecting Actions > Default Task Form.
From the Company Settings Page:
- Go to Account > Company Settings in the left navigation menu of the Portal.
- Go to the Mobile Apps tab.
- Make sure the toggle next to Enable mobile users to create tasks? is turned on and green.
- This will create an Add Task button on the bottom menu of all of your forms in the app.
- Select your Default Mobile Task Form from the drop-down menu.
- This will be the task form that users can open, fill out, and send while using a form in the app.
- You can also select your Default Mobile Task Form on the Forms page by selecting Actions > Default Task Form.
Now, while using a form in the app, users can now select Add Task from the bottom menu to create a task at any time.