Add a form To-Do when you want a client to complete a planning questionnaire, such as an Enhanced Services form. The form supplies the questions; the To-Do supplies the instructions, assignment and deadline.
Choose where to make the change
For repeatable work for an event type, start in Workflow Studio.
To attach a planning form you already saved, use the complete Advanced settings path below.
For one client only, edit the To-Do on that event instead of the reusable workflow.
Prepare a To-Do in Workflow Studio
Open Automations > Manage Portal Templates, select the event type and choose Edit workflow. Create or open a draft.
Select a To-Do in Your draft timeline. To create one, select Add workflow, choose To-Do, then choose Build manually and confirm with the Build manually button.
Enter the title and instructions. Use Open full editor to review assignment, client sharing, completion and notification settings.
To build or edit draft questions, turn on Include a form and select View & edit form. Accept the edits back into the draft.
Select Save draft, then Test the portal to check the saved experience.
Select Review saved draft, then Review event impact. Read the proposed changes and confirmation before publishing.
Saving a draft does not make it live. Publishing an enabled workflow can create tasks or send real messages when its conditions are met. Review existing events separately; do not assume every event will receive the change.
Attach a planning form you already created
If you created Enhanced Services in Manage Planning Forms but cannot find it in Studio, use Advanced settings. Use an existing template in Studio copies a saved workflow; it is not the planning-form library.
Advanced settings saves directly to live configuration. Check the event type, assignment, sharing, schedule and on/off settings before saving.
Open Automations > Manage Portal Templates, select the event type, then open Advanced settings > Step 3 - Planning / Setting up the Client Portal.
Select the edit pencil beside Edit Portal Automations. Open the workflow you want to change, or create one from the Event To-Dos area.
Within the workflow, select Add Template > Add Form To-Do.
In the Form section, select Load a form and choose your saved planning form.
Review the title, instructions, client assignment and sharing. Check the completion deadline and reminder timing separately, then save.
Check the result
Open an appropriate event To-Do and preview the form as the client. Check required questions, assignment and reminder timing. Use Review existing events if existing events also need the workflow change. Check existing tasks before adding a duplicate.