---
title: "Forms Introduction"
slug: "forms-introduction"
updated: 2026-04-10T20:18:36Z
published: 2026-04-10T20:18:36Z
canonical: "help.agilityblue.com/forms-introduction"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.agilityblue.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Forms Introduction

Forms are a core part of Agility Blue and serve as the foundation for how information is structured within tasks.

When creating or updating a task, one or more Forms are used to capture details, provide instructions, and communicate requirements. Each workspace contains a collection of Forms that can be used individually or combined, allowing tasks to remain flexible and adaptable to different workflows.

## **How Forms Are Used**

Forms are used in three primary areas within Agility Blue, depending on a user’s role and level of interaction:

### **Managing Forms**

Forms are managed from the **Forms** menu, available under the vertical ellipsis menu.

This area is intended for users who:

- Create new Forms
- Modify existing Forms
- Remove Forms that are no longer needed

Users managing Forms should understand how Forms are used by both task creators and task readers to ensure they are structured effectively.

### **Creating Tasks**

When creating a task, at least one Form is required to capture the necessary information.

After selecting a Form:

- Its sections and fields are presented
- The user completes the required information

This is how task details and instructions are defined.

Users responsible for creating tasks should understand how to complete Forms accurately, but do not need to understand how Forms are designed or maintained.

### **Reading Tasks**

When viewing a task, Form data is displayed in a read-only format within the task details.

This allows users to:

- Review task information
- Understand instructions and context

Users who only read tasks do not need to understand how Forms or tasks are created.