Table of Contents
Create Public form for Taskboard #
- Log in to your Yoroflow account and select your license.
- You can create forms for project and Process management.
- For Process Management, you can create a Process Form from the Process Dashboard.
- For Project Management, you can create Forms while creating a new application.
- You’ll see two options: Manual Form and AI-Generate Form. Select Go with Manual Form to continue.
- Choose from the available templates, or click Create New Form from Scratch.
- On the Form Configuration page, enter the form name and description. For Public Form enable the toggle, then click Next.
- Create new sections and drag and drop the required form fields from the left-side panel.
- Customize each field using Field Settings. You can add as many fields and sections as needed.
- Once done, save your form. Your form is now ready to use.
- For public forms, you can view performance metrics from the Process Form List page.
- Here, you’ll find different metrics, with options to filter results by duration.
- On the form page, access General Settings, Copy, or Export options from the top-right corner.
- Under General Settings, you can Copy or Download QR code to share the public form or you can access this QR code also from the configuration page.
- Use the Preview option to see how your form looks before sharing.
- Under the Theme option, customize the page and form background colors, label colors, and field borders.
