How do digital forms connect to workflow tasks?

Each workflow task can have a digital form attached to it. The form is presented to the assigned team member when the task is active, and completed data is stored directly against the workflow, keeping all project information in one place.

Forms are configured using the SiteSurvey drag-and-drop form builder, and can include text fields, photo capture, signature fields, checklists, and conditional questions that adapt based on previous answers. Once built, a form is linked to a task in the workflow configuration.

Form completion can also act as the trigger for the next workflow stage. Rather than requiring a team member to manually mark a task complete, submitting the attached form automatically moves the workflow to the next step. This removes the need for a separate sign-off action in tasks where form submission is the natural endpoint.

All submitted form data is accessible from the project record and can be included in automated reports. Administrators can review and export form responses across multiple projects from the reporting dashboard.