---
title: "Assigning Forms to Tasks in Ontraccr Boards"
url: "https://help.ontraccr.com/en/article/assigning-forms-to-tasks-in-ontraccr-boards"
language: "en"
last_updated: "2025-05-27T10:28:27.643Z"
---

# Assigning Forms to Tasks in Ontraccr Boards

## **📝 Assigning Forms to Tasks in Ontraccr Boards**  
 

### **Overview**

In Ontraccr, you can **attach forms directly to tasks**, allowing assigned users to complete required documentation as part of their task workflow. This is a great way to streamline **inspections, submissions, reports, or compliance forms** — all without needing separate instructions.

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## **🎯 Why Attach a Form to a Task?**

This feature is perfect for:

-   Site or equipment **inspection checklists**
-   Safety reports, HR forms, or onboarding documents
-   Expense submissions tied to a procurement task
-   Ensuring **standardized data collection** within your workflow
-   Reducing confusion — the user knows exactly what to do

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## **🧩 How to Assign a Form to a Task**

Whether creating a task manually or through automation:

1.  In the **Task Setup** section, scroll to **Form Assignment**.
2.  Choose a form from the **dropdown list** of available Ontraccr forms.
3.  Save and submit the task or workflow.

✅ When the user opens the task, the form will be accessible right from the task interface.

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### How Users Complete the Assigned Form

1.  Go to the **My Tasks** section or open the board card directly.
2.  Click on the task.
3.  You’ll see the **attached form** listed below the task description.
4.  Click the form to **fill it out** and submit.

🟢 Submitted forms are tied directly to the card and recorded in its activity log.

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## **✅ Example Use Cases**

| Task | Assigned Form | Purpose |
| --- | --- | --- |
| “Complete Safety Walk” | Safety Inspection Form | Ensure site safety is verified |
| “Fill Out New Hire Documents” | HR Onboarding Form | Capture employee info |
| “Submit Purchase Request” | Procurement Form | Log item, quantity, and vendor |
| “Conduct Equipment Inspection” | Equipment Checklist | Verify condition and readiness |

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## **🧠 Tips & Edge Cases**

-   Forms must be **created in the Forms module** before they appear in the dropdown
-   Assigned users can **submit the form directly from the task** — no extra navigation required
-   If the same form is used repeatedly, you can save it in a **task template** for re-use
-   Form submissions are timestamped and stored on the card for tracking and audit purposes