How can admin view forms available in task?

Created by Product Content Team, Modified on Wed, 13 Mar at 11:26 AM by Product Content Team


The HR & Finance departments undertake recurring activities, coordinate between multiple stakeholders, follow-ups, and manual intervention, at all touchpoints. Most of the time, it gets challenging to remember every task that must be performed or assigned to someone. This process leads to a stressed and burnt-out HR team, rendering the team inefficient. When an event triggers the checklist, you can view the forms under the tasks.


 To view the forms available in a task, the admin must perform the following actions:

  1. From the greytHR Admin login, navigate to Home Tasks. The Tasks page opens.
  2. From the list of tasks available on the Tasks page, select a task. The selected task pop-up appears.
  3. In the pop-up, You can view a new tab called Form. This tab is available only if there is a form attached to the task.
    The task owners can fill the information in the form, save and mark the task complete as well.

Click here to subscribe to our help videos

Related Links:

VideoTo watch a video on Tasks and Checklists, click here.

FAQs: To read more FAQs about Tasks, click here.

Documentation:  To learn more about the Checklist Dashboard page, click here. 

Product Update: To read about the product update, click here.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article