Form Subtasks

Form subtasks are Project deliverables associated with a Task which require you to complete a form in order to be marked complete.

Form subtasks are represented by the Form Subtask icon, which works similarly to the menu stacks button.

Complete a Form subtask:

1. Navigate to a Project home page.

2. In the Schedule section, scroll to the desired Form subtask.

3. Click the Subtask icon, then click Enter/Edit Data.

   A new window appears.

4. Complete the form.

5. When the form is complete, click Save & Complete.

   The window closes, and the Form subtask is marked as Completed.

Once a Form subtask is completed, you can click the Form Subtask icon to perform the following actions:

• View Form: Open a read-only version of the form.

• Create New Version: Allows you to create a new version of the form.

• Mark N/A: Mark the subtask as not applicable to the Project.

• Mark as Reviewed: Allows you to designate the subtask as Reviewed.  Once this is done, the menu displays the option to Remove Review. 

• Reject: Allows a reviewer to reject the form and mark the Form subtask as rejected. 

  Once a form has been rejected, a new version must be created to make the subtask active again.

• Add Note: Allows you to create a Note associated with the subtask.

• Subscribe: Allows you to create a notification subscription for the subtask.

• Log: Displays a log of various actions taken on the subtask.