Task form templates
Design task fields
Create reusable task fields and arrange their layout. Select a template on a board to display its fields on task edit pages. Templates are shared across the workspace.
What to do on this page
Add a field, choose its type and label, enter choices and save. Open Conditional rules to set show/hide conditions, Required when conditions or parent option mappings. For a checkbox-controlled mandatory select, leave Required off and add a Required when condition using the checkbox and Is checked. Arrange fields, save, then select the template in board settings.
Before you leave
- Save any changes and wait for the success message. Correct errors shown in a notification before trying again.
- If an option is missing, check the selected workspace, your permissions and its package with the workspace administrator.
- Close this guide tab to return to the page you were working on.