Overview
You can require users to fill out a questionnaire before they can complete a task.
This guide covers how to link a questionnaire to a task, how to set up a Default Completion Flow and how to complete a task that has a linked questionnaire.
How to Link a Questionnaire to a Task
Follow these steps to require a questionnaire submission for task completion:
Go to the Tasks module and select the relevant task or add a new one.
In the Completion tab, click + Add questionnaire.
3. Select one or more existing questionnaires from the menu.
To know how to build a questionnaire, refer to our guide on Questionnaires.
If needed, select Inherit connections to allow the questionnaire to automatically inherit the connections linked to the task.
4. Click Save or Create. The task will now require this questionnaire to be submitted before it can be completed.
Using the Default Completion Flow
If you do not want to build a custom questionnaire, you can use the system's Default Completion Flow to gather basic completion data.
Go to the Tasks module and select the relevant task or add a new one.
Click + Add questionnaire.
Select Default completion flow.
The Default completion flow will automatically require the task assignee to fill out a Description text field or to Attach a file, or both, upon completing the task.
To customize the fields shown in the Default completion flow you can do it from the Task section in Settings:
How to Complete a Task with a Questionnaire
If you are assigned a task with a required questionnaire, you must fill it out before you can resolve the task.
Open the task in the Tasks module.
In the section Complete Task click on the linked questionnaire.
Fill out the required questionnaire fields.
Click Submit.
After you have submitted all the questionnaires linked to the task click on Complete task.
A dialog box will appear prompting you to enter the completion date.
After clicking Confirm, the task is resolved. The Task detail page will update to display the completion date, the name of the user who completed it, and show the answers of the submitted questionnaire.
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