Adding Form Elements
Form elements are the building blocks of your tasks. They can be content that you add for people to see (like text, images, and videos) or inputs that people fill in when running your process. You can add multiple elements to each task.
Content elements
Content elements are set by the process creator and displayed to users when they run the process.
| Element | Description |
|---|---|
| Text | Rich HTML content block for instructions or descriptions |
| Image | Upload an image |
| Video | Embed a YouTube, Vimeo, or direct video link (.mp4, .webm, .ogg, .mov) |
| Attachment | Upload a file for users to download (e.g., a PDF guide, template, or resource) |
| Line Break | Visual divider between elements |
Adding a video
- Click Add Content in the task sidebar.
- Select Video.
- Paste a video URL into the modal (YouTube, Vimeo, or a direct video link).
- A preview of the video will appear below the URL field.
- Click Save to add the video to your task.
To edit a video after adding it, hover over the video and click the pencil icon.
Input elements
Input elements are fields that users fill in when running the process.
| Element | Description |
|---|---|
| Short Text | Single-line text input |
| Long Text | Multi-line text area |
| Number | Numeric input |
| Email address with validation | |
| Website | URL input with http/https validation |
| Date | Date picker |
| Checkbox | Toggle on/off |
| Dropdown | Select one option from a list |
| Multichoice | Select multiple options from a list |
| File Upload | Attach a file (max 15 MB) |
Element settings
Each element can be configured with:
- Label — The field name shown to users (can be hidden).
- Placeholder — Hint text shown when the field is empty.
- Required — Whether the field must be filled in before completing the task.
- Full width — Stretch the element to the full width of the task (available for Image and Video elements).
Adding and reordering
- Click Add Content or Add Input in the task sidebar to add a new element.
- Drag elements to reorder them within a task.
- Click the delete icon on any element to remove it.
Related
- Uploading Files & Images — how file and image uploads work when running a process
- Task Assignment & Visibility — control who can see and complete tasks
- Due Dates — set deadlines on tasks
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