What is a 'kick-off' form?

Kickoff forms show up before you launch a process - and before tasks. You can also use web forms to fill your kickoff forms and automatically launch a process - Learn more

An example is when a client or employee's name, email and/or ID is required at the start of the process, in order to proceed with the process related to the client/employee.

Video Walkthrough


How to create or edit a kick-off form

Simply click on Kick-off form and edit and create the form field types you need.

You can create:

  • Small Text Field - Great for capturing small amounts for text (200 character limit)
  • Large Text Area - Perfect for for capturing sentences or paragraphs  (4000 character limit)
  • Dropdown List - Allows selection of one option from a dropdown list
  • Checklist - Allows check-marking of multiple options
  • Radio Buttons - Allows selection of one option from an exposed list
  • Date (Calendar) - Capture a day, month and year (accepts date between 1900 and 9999)

You can even auto-complete a kick-off form or forms in a task after a public web-form is completed. Please see:

How can I launch a process and populate fields in a Tallyfy process from a webform?


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