This would be a great addition. I use portals whereas the client has several tasks to complete. When they want to add a new job to create a ad and produce a video. In the portal I would like to have a form whereas that form uploads into the task giving the details of what the client filled out on the form. Photos, request for video, documents. That automatically creates a task for approval and automation adds tags based on what they click on they want.
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Timothy J Schoenberg
Nov 27, 2025
This would be a great addition. I use portals whereas the client has several tasks to complete. When they want to add a new job to create a ad and produce a video. In the portal I would like to have a form whereas that form uploads into the task giving the details of what the client filled out on the form. Photos, request for video, documents. That automatically creates a task for approval and automation adds tags based on what they click on they want.