---
title: 'Forms on Tasks'
description: 'Attach forms to tasks, fill them from the sidebar or inline blocks, and respect permissions and billing.'
search:
  tags: ['form-library', 'formulare-am-task']
---
On a task, **form instances** are live copies of your library templates. Use them when a job needs a checklist, sign-off, or structured evidence alongside the description. You'll manage instances from the **Forms** sidebar panel and work the same content from **collapsible blocks** in the main column—whichever fits your flow.

## Attach and remove forms

Open the **Forms** section in the task sidebar. Pick the control to add a form, then choose a template from the library; the task stores a new instance with that template's current field definition. Removing an instance from the sidebar requires the **Attach or remove forms on tasks** permission.

![Leadtime interface](/images/help-center/form-library/formulare-am-task-01.png)

---

## Fill and view

Each row shows progress; open the **fill/view** action to work in the **form modal**. The renderer matches the field types from the template (text, numbers, dates, uploads, signatures, and so on). Saving uses the **Fill in forms on tasks** permission. If the server rejects a value, errors map back to the affected fields in the modal.

![Leadtime interface](/images/help-center/form-library/formulare-am-task-02.png)

### Inline on the task page

Below the main task body, **collapsible blocks** list the same instances so you can expand a form without opening the modal. Behavior, permissions, and validation mirror the modal; after saving, both places stay in sync.

![Leadtime interface](/images/help-center/form-library/formulare-am-task-03.png)

---

## Billed tasks

If the task is **billed**, the product blocks further saves on forms—plan to complete forms before billing or reopen the task according to your process.

> **Note:** Attaching or removing forms and filling them are different role permissions—grant both to anyone who should add instances and save answers.