Hey, @Kevin!
Great question… Here’s what’s available today:
- Customers can add checklist items in tasks they are assigned
- By using a third party form, integrating it with GUIDEcx, there is a way that tasks can be created via form submission
However, tasks cannot be created on the fly by customers.
I’d love to hear more about the use case!
Here is a quick video demo of the second example Mark mentioned above:
(the punchline in the last 10 seconds mentioned the use case for customers requesting the addition of new tasks in an expanded projecct scope. I have personally seen this work with multiple organizations and various form technologies:
Then here is another community article that shares a few related examples.
