Using Task Lists
A Task List turns part of a form into a checklist. Punch list, Safety observation, and Action items all use one, and you can add one to a form you build yourself in your Formis tenant.
Tenant Admins and Managers add Task List fields in the form designer. Contributors fill items on submissions they can open.
What you can do with a Task List item
- Give it a description and, on some forms, a category like Trade or Hazard type
- Assign it to someone and set a due date
- Attach one or more photos
- Move it through Open → In progress → Ready for review → Closed
- Pin it to an exact spot on a drawing
Filtering your list
Use the chips above the list — All, Mine, Open, In progress, Ready for review, Closed — to narrow what you see. The counts update live as items change status.
Task list vs Task board
Task list is the checklist inside one submission. Task board pulls items from every submission of that form on a project into one board — useful when you want everything open across the whole project, not just one walk or one meeting.
A Task List is not the same as a Configurable List. Configurable List is a repeating table of columns you define; Task List is a tracked checklist with statuses, assignees, photos, and optional pins. See Form field types and settings.