Some tasks need the person doing them to record specific, structured information — measurements, readings, pass/fail checks, a serial number, or a photo of the finished job. Instead of printing a sheet, writing on it by hand and re-typing the numbers into another system, a task can carry a built-in output form: the person fills it in on their phone or PC, and the values are captured digitally, ready to export to Excel or be read by another system.
What it is
An output form is a normal document — headings, text, tables, pictures — with input fields dropped into it. When someone works the task, the whole document is shown read-only except the fields they need to complete. Think of a printed form you cannot accidentally change, only fill in.
A form belongs to a task. You do not need a schedule or a template to use one — any task can have a form.
Turn it on (while the task is a Draft)
The task's owner — the person who created it or manages it — sets this up before publishing:
- Open the task.
- In the side panel, find Output form and click (enable).
- A new Form tab appears on the task.
This is just a setting on the task. While the task is still a Draft you can click (remove) to go back to a plain free-text output. Once the task is published the brief and form are frozen; use Return to draft to edit them again.
Design the form (the Form tab)
In the Form tab you write the form like any document and drop in the fields people must complete:
- Type your instructions, add headings or a table, or paste a picture, exactly as in any editor.
- Click Field in the toolbar to add an input field. Give it a label, choose a type, and tick Required if it must be filled.
Field types:
- Text — a short free-text answer (a note, a serial number).
- Number (+ unit) — a value with an optional unit (for example mm or kg), and optional minimum and maximum.
- Select (dropdown) — pick one option from a list you define.
- Date — a date picker.
- Checkbox (yes/no) — a yes / no tick.
- Photo (capture / upload) — take a photo with the camera or upload one (handy on a phone).
- Signature (tap to sign) — the person signs on screen; their name and the time are recorded with it.
Click a placed field to edit it or Duplicate it, which is quick for forms with many similar fields. Click Save form when you are done.
Reuse an existing form. If another task already has the form you want, choose it in the Import form from another task… picker at the top of the Form tab and press Import. It replaces this task's form with a copy, which you can then adjust.
Fill it in (the person doing the task)
Once the task is In Progress, the assignee completes it on the Output tab:
- The document is locked — only the input fields accept typing.
- Enter each value; for a photo field, tap Photo to capture or upload one.
- Click Save output. You can come back and update it while the task is in progress.
Required fields
Any field marked Required must be filled before the task can be submitted for review. If something is missing, myWork blocks the submit and tells you exactly which field(s) to complete.
Get the data out
The captured values are real data, not a picture of a form:
- Export Excel — one click on the Output tab downloads a spreadsheet of every field and its value.
- Read by another system — other tools can pull the values through myWork's API, so numbers never have to be re-typed.
Forms vs. Recurring Tasks
These are two different things:
- Recurring Tasks issue a task automatically on a schedule (for example every week). A recurring template can optionally carry a form that each issued copy starts with — see Recurring tasks (templates).
- An output form is part of a single task, set up on that task's own Form tab — no schedule needed.