Form for a task list

Grant Simpson

New to this

I am trying to create a form with task list on it for site. Screenshot below 

This will be viewed on a mobile phone.

When I create a new form the information (tasks) on the sheet do not appear on the forms. 

I want the information to appear with the facility for a crew member to tick the box once the task has been completed

 

Thanks

Grant 

 

Andrée Starå

Hi Grant,

It sounds to me that it would be better if you share the sheet or use Reports instead.

Can you describe in a little more detail how your process would look like? 

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Mike Wilday

Ah... Forms in Smartsheets doesn't quite work that way. Forms allow you to input data but you can't really set up a form view for particular jobs and have it pre-populate the form with information like you might on Microsoft Access or other database tools. Are you working with multiple painters or just one? You could create a report that has only the Description and the completed checkboxes on it... and then filter the form by the Assignee, or by Painter (if there is only one). That would allow them to load their report and not see everything else and just have the checkboxes and the descriptions. 

https://help.smartsheet.com/videos/smartsheet-reports

Hopefully, that helps.