How to Configure Client Portal Task Forms

Objectives:

• Customize task creation forms for the Client Portal.

Steps:

• Open System Settings and navigate to the Client Portal section.

• Click on Task Form Configuration.
• Then Add Configuration to create a new form.

Define Task Form Structure

• Choose the Task Type: Each form must be linked to a specific task type.

• Mandatory Fields: These fields are required for all tasks and cannot be removed:
  • Task Title
  • Assignee
  • Due Date
  • Requested By

Customize Additional Fields

• The right-hand panel displays all available task fields, including custom fields.

• Drag and drop fields to the desired location in the form or click the plus (+) icon to add them.

• Any additional fields added are optional when creating a task. To remove a field, click the minus (-) icon.

Configure Field Properties

• Default Values: You can predefine field values while configuring the form by entering the desired values for each field. These predefined values will automatically populate in the task creation page.

• Click the three-line action menu next to Form Fields to access additional customization options:

• • Label: Rename fields (how they appear in the Client Portal).
  • Add descriptions or hints to guide users.
  • Set fields as required or optional.
  • Enable or disable field visibility 

This customization can also be applied to individual fields, by clicking on the three-line action menu next to the field name, enabling you to add labels, descriptions, and define whether each field is required or visible.

Using Task Form from the Client Portal

• When adding a new task from the client portal, if the selected type has a predefined form, only the configured fields will be displayed, with any default values automatically applied.
• A Default Form is available for all task types.
• If a user selects a task type without a predefined form, the Default Form will be used.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!