Referenced Forms and Tasks

When you create a task or an event from another task or event, you see the referenced item in both associated tasks or events, letting you see which events and tasks are associated.

When you create a new event, you can select the Associate Task check box.

When you do that, two things occur. First, the Task Button is shown, in this case in the Section Header. Second, a number of changes in the Details panel occur, including:

• The Task Button Text area shows up where you can modify the name of the button
• The Type lets you choose from Single-Use or Multi-use
• The Template to Open Upon Button Selection drop-down list requires you to select a Task template
• And the Associated Categories drop-down list requires a selection

After any other changes are made, select Save.

You are also able to start a task from the Section area of an event, not just a question, which is useful for reporting purposes.