Opening Task Forms

This topic describes how to open task forms in K2 Mobile.

If a form is associated with a task, the form icon on the task card detail is highlighted in red. Tap the Form icon to open the SmartForm or Task URL. The form is displayed and you can complete it. System and configured actions in the Action Panel are available below the form.

Task forms can also be opened via the Quick Actions in the Inbox.

To open a form associated with a task, follow these steps:

  1. Select a task from the Inbox. Note that some tasks may not have an associated form.
  2. Click the Form button.
  3. The form opens.
  4. Action the form and tap the X to close.