Keep in mind…
- This feature is only available to partners utilizing the Hub product or NACE Ready.
- Ensure the Form you want to use with an activity is already created. To create a new Form to use with an activity, refer to these instructions.
- For NACE Ready Partners: note that you cannot add an Observer Form to an activity.
1. Click on Activities on the left side, then Create New Activity in the top right.
2. Select 'Task' then continue through the activity creation process, referring to the Creating Task Activities article for guidance.
3. Select the 'Forms' tab and select the Form that you'd like to add to the activity by clicking 'Add'.
4. Continue through the activity creation process, and click on ‘Approve preview and post activity’.
If you have additional questions, chat with us below or send us an email at support@suitable.co.
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