Tasks & Forms

Learn how to create tasks and forms to collect information from clients.

Understanding Tasks and Forms

What Are Tasks?

Tasks are individual items you need clients to complete, such as:

• Answering questions
• Uploading documents
• Providing signatures
• Confirming information

What Are Forms?

Forms are collections of tasks organized into sections. For example, an intake form might have:

• Personal Information section
• Incident Details section
• Medical Information section
• Document Upload section

Creating Tasks

Task Templates

Create reusable task templates:

1. Go to Settings → Tasks
2. Click Create Task
3. Configure the task:
   • Name (e.g., "Upload Driver's License")
   • Description (instructions for client)
   • Type (text, file upload, signature, etc.)
   • Required or optional
4. Save

Task Types

Creating Forms

Building a Form

1. Go to Settings → Forms
2. Click Create Form
3. Name your form (e.g., "Personal Injury Intake")
4. Add sections
5. Add tasks to each section
6. Configure conditional logic (optional)
7. Save

Adding Sections

Sections organize related tasks:

1. Click Add Section
2. Name the section
3. Add description (optional)
4. Drag to reorder

Adding Tasks

1. Click Add Task in a section
2. Search for existing task templates
3. Or create a new task
4. Drag tasks to reorder

Conditional Logic

Show or hide tasks based on answers:

Example: If "Were you hospitalized?" = Yes, then show "Hospital Name" and "Upload Hospital Records"

To set up:

1. Click on a task
2. Click Add Condition
3. Select the triggering task
4. Set the condition
5. Save

Assigning Forms to Cases

Manual Assignment

1. Open a case
2. Go to Tasks tab
3. Click Add Form
4. Select the form
5. Form tasks appear on the case

Automatic Assignment

Set default forms for case types:

1. Go to Settings → Case Types
2. Select a case type
3. Set Default Form
4. New cases automatically get the form

Via Campaigns

Attach forms to campaigns so clients can complete them after calls.

Sharing Forms with Clients

Send Form Link

1. Open the case
2. Go to Tasks tab
3. Click Share Form Link
4. Choose delivery method:
   • SMS
   • Email
   • Copy link

Client Experience

Clients receive a secure link that:

• Works on any device
• Requires no login
• Saves progress automatically
• Shows completion status

Tracking Completion

On a Case

The Tasks tab shows:

• Overall completion percentage
• Status of each task
• Which tasks are pending

Across All Cases

1. Go to Tasks in main navigation
2. See tasks across all cases
3. Filter by status, due date, assignee

Form Statistics

1. Go to Settings → Forms
2. Click on a form
3. View Stats tab for:
   • Completion rates
   • Average completion time
   • Drop-off points

Task Statuses

Frequently Asked Questions

Can clients save progress and return later?

Yes! Progress saves automatically. Clients can close and return to complete later.

How do I set a due date for tasks?

When adding a form to a case, you can set due dates for tasks. Or configure default due dates on task templates.

Can I edit a form after it's assigned?

Yes, but changes only affect new assignments. Already-assigned forms keep their original configuration.

What file types can clients upload?

Common document and image types: PDF, DOC, DOCX, JPG, PNG, GIF. Configure allowed types per task.

How do I require e-signatures?

Add a Signature type task to your form. Clients sign on their device screen.

Can I see who completed a task?

Yes, the task shows completion time and any values entered.

Help Center Articles

• Smart Tasks & Forms in Kayse — Complete guide to Smart Tasks, Forms, task types, and delivery channels
• Resending Task Links — How to resend individual task links (Forms, Document Upload Links, etc.)

Related Product Docs

• Tasks
• Forms
• Cases
• Automations