Complete Form Task | Asite Playbook Help Centre

Before completing any task, ensure its status is set to "In Progress".

Schedule From

If the form is scheduled, the task owner must consistently submit the required form. There are two ways to complete a scheduled task:

The algorithm can match the submission date
The owners can manually enter a custom date in their forms.

We will examine both examples closely. Refer to the task description provided by the package owner to understand the type of scheduled form you need to complete.

Select the form you need to submit from the list, most likely the one that is due today, and click on "Add Form".
The required form will open. Fill in all the required fields and select "Send".
The task should automatically update, showing the submitted form's ID, title, status, originator, and most recent update date. You will also see the progress change, depending on how many forms you need to submit. In the example below, we have two forms to submit in total, so after sending one of them, the progress has changed from 0 to 50%.
a. If the progress does not update automatically, it may be due to the task being overdue or the current date not matching the due date. In that case, select the form you've just added and click on "Link Form".
b. Choose the form you've added. Ensure that you've selected the correct project and folder, then click on "Associate and Close".
After submitting all required forms for this task, such as submitting forms every Monday during the task's time, change the status from "In Progress" to "Completed" and close the tab.

First, check the due date, as this is the date you need to enter on your form. Then, select the form from the list and click on "Add Form".
The required form will open. Fill in all the required fields and select "Send".
The task progress should automatically update, displaying the submitted form's ID, title, status, originator, and the most recent update date. The progress percentage will change, depending on how many forms you need to submit.
a. If the progress does not update automatically, it may be due to the task being overdue or the current date not matching the due date. In that case, select the form you've just added and click on "Link Form".
b. Choose the form you've added. Ensure that you've selected the correct project and folder, then click on "Associate and Close".
After submitting all required forms for this task, change the status from "In Progress" to "Completed" and close the tab.

To complete the Link Form task, the task owner must ensure that the linked form reaches the required status.

Typically, the form will have a workflow set up and automatically linked to Playbook once it reaches the allowed status (e.g., closed-approved). As the task owner, you need to click on "Mark As Complete Form" to finish a task.
a. If the form has not been linked automatically, you need to associate it manually by selecting the form and clicking on the "Link Form" button at the bottom right corner.
b. A window will open. Find the required form, ensuring that it has reached the allowed status, and click on "Associate and Close".
c. You will be asked to confirm your choice. You can add more forms that meet the allowed status or click on "Link Form".
You will be returned to the form tab, where you can see the updated progress. Click on "Mark As Complete Form" to finish the task.