Create a Form Task

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Overview

To assign a form in Onboard (in Evolve ATS) to an assignee, it must have a form task associated with it.

Audience

Onboarding Admin

Prerequisites

  • Onboarding Admins must create a form before assigning a form task.

Create Form

Navigate to the Onboard Admin tab, then select Task Templates.

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Click + New Task Template.

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Complete the fields in the New Task Template popup:

  • Choose type - Select Form Task Template
  • Choose language – Select the desired language

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Click Create.

Locate the form you previously created. 

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Click Create Task.

You can select an assignee and due date or add instructions for each step.

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Click Save. You are now ready to make this form task a part of any onboarding process.

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