How to Configure the Project Form Builder in WeekMate TaskHub

How to Add Workflows

Overview

The Project Form Builder in WeekMate TaskHub allows you to customize the project creation form according to your organization's requirements. You can add, edit, remove, rearrange, and configure form fields to ensure all necessary project information is captured during project creation.

This article explains how to configure the Project Form Builder in WeekMate TaskHub.

Before You Begin

  • You are logged in to WeekMate TaskHub.

  • You have permission to configure project settings.

  • You have access to the Project Form Builder module.

Steps

  1. Log in to WeekMate TaskHub.

  2. Navigate to Settings from the left navigation menu.

  3. Open the Project Form Builder section.

  4. To add a new field, click Add Field.

  5. Select the required field type.

  6. Enter the Field Name and configure the required settings.

  7. If needed, mark the field as Mandatory.

  8. Rearrange the field order using drag and drop.

  9. To edit an existing field, click the Edit option and update the required details.

  10. To remove a field, delete it if it is no longer required.

  11. Click Save to apply the changes.

  12. The Project Form Builder has been configured successfully, and the updated form will be available whenever a new project is created.

Video Tutorial

Watch the video below to learn how to configure the Project Form Builder in WeekMate TaskHub.



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