--- title: "How-to: Create Custom Forms Within Tasks" description: Create Custom Forms to collect specific or personalized information from Travelers, explore all the field types! image: https://support.youli.io/hubfs/Illustrations/Tasks.svg --- [Skip to content](https://support.youli.io/360001209415-tasks-custom-forms#main-content) [Open Ticket](https://support.youli.io/kb-tickets/new?hsLang=en) [Customer portal](https://support.youli.io/feature-request-tickets-view?hsLang=en) [![YouLi Support](https://support.youli.io/hs-fs/hubfs/Logo%20White.png?width=100&height=75&name=Logo%20White.png)](https://support.youli.io/?hsLang=en) - [Pricing](https://go.youli.io/pricing) - [Book Demo](https://go.youli.io/youli-demo-videos) - [Blog](https://blog.youli.io/) Open main navigation Close main navigation - [Pricing](https://go.youli.io/pricing) - [Book Demo](https://go.youli.io/youli-demo-videos) - [Blog](https://blog.youli.io/) - [Open Ticket](https://support.youli.io/kb-tickets/new) - [Customer portal](https://support.youli.io/feature-request-tickets-view) - [Open Ticket](https://support.youli.io/kb-tickets/new) [Open Ticket](https://support.youli.io/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.youli.io/?hsLang=en) 2. [How-To](https://support.youli.io/how-to?hsLang=en) 3. [Tasks](https://support.youli.io/how-to?hsLang=en#tasks) # How-to: Create Custom Forms Within Tasks ## Create Custom Forms to collect specific or personalized information from Travelers. ![Tasks](https://support.youli.io/hubfs/Illustrations/Tasks.svg) ### **What are Custom Forms?** CUSTOM FORMS are TASKS that allow you to ask your travelers custom questions and collect useful and specific information. ### When do I need a Custom Form? In most cases, you can collect the information you need using our pre-set TASK types. These allow you to collect simple responses like yes/no answers, checkboxes, passport information, or a document upload. However, CUSTOM FORMS allow you to collect a lot of information on the same form. With Custom Forms, you can customize the questions to fit your needs. For example, use Custom Forms to have your **Travelers** fill out: - a pre-trip questionnaire - a health & dietary form - a packing list with items you want to ensure they don't forget! Below is an example of a health form you might want your **Travelers** to fill out: ![Screen_Shot_2019-10-16_at_5.16.21_pm.png](https://support.youli.io/hs-fs/hubfs/Knowledge%20Base%20Import/Screen_Shot_2019-10-16_at_5_16_21_pm-1.png?width=600&name=Screen_Shot_2019-10-16_at_5_16_21_pm-1.png) ### How to create a Custom Form 1. From MANAGE TASKS & CUSTOM FORMS, click ADD TASK 2. Under REQUIRED RESPONSE TYPE select CUSTOM FORM from the dropdown box ![Screen_Shot_2019-10-15_at_11.08.55_pm.png](https://support.youli.io/hs-fs/hubfs/Knowledge%20Base%20Import/Screen_Shot_2019-10-15_at_11_08_55_pm-Jul-11-2022-10-03-48-78-PM.png?width=600&name=Screen_Shot_2019-10-15_at_11_08_55_pm-Jul-11-2022-10-03-48-78-PM.png) 3. An empty table will appear below; from there, you can begin to add fields to build your CUSTOM FORM![Add To Form](https://support.youli.io/hs-fs/hubfs/Add%20To%20Form.png?width=600&name=Add%20To%20Form.png) 4. Click ADD TO FORM and select one of the three elements: ![Screen_Shot_2019-10-15_at_11.09.45_pm.png](https://support.youli.io/hs-fs/hubfs/Knowledge%20Base%20Import/Screen_Shot_2019-10-15_at_11_09_45_pm-1.png?width=300&name=Screen_Shot_2019-10-15_at_11_09_45_pm-1.png) FIELD- this will be the most common part of your form ![Custom Forms](https://support.youli.io/hs-fs/hubfs/Custom%20Forms.png?width=400&name=Custom%20Forms.png) - Enter the LABEL - this is your prompt or question. For example, "What is your birth date, including the year?" - Choose the FIELD TYPE type - *how* you want to collect that information, the response type. So if you are collecting a date for a birth date, you would want to choose "Date picker only" as your FIELD TYPE.  ![Screenshot 2023-01-27 at 4.02.39 PM](https://support.youli.io/hs-fs/hubfs/Screenshot%202023-01-27%20at%204.02.39%20PM.png?width=400&height=380&name=Screenshot%202023-01-27%20at%204.02.39%20PM.png) - Choose whether or not this question or prompt requires a response from your **Traveler **(if their response is optional, you can leave this box unchecked) HEADING- this is a sub-heading within the form to create a sub-section ![Custom Forms Heading](https://support.youli.io/hs-fs/hubfs/Custom%20Forms%20Heading.png?width=400&name=Custom%20Forms%20Heading.png) INSTRUCTIONS - if you have detailed instructions to insert in the middle of the form (besides the ones shown at the top) ![Instructions Custome Forms](https://support.youli.io/hs-fs/hubfs/Instructions%20Custome%20Forms.png?width=550&name=Instructions%20Custome%20Forms.png) 5. You can re-order your form elements using the up/down arrows at the end of the row ![Up Down Arrows custome forms](https://support.youli.io/hs-fs/hubfs/Up%20Down%20Arrows%20custome%20forms.png?width=600&name=Up%20Down%20Arrows%20custome%20forms.png) **NOTE:** You can ENABLE OPTIONAL DOCUMENT UPLOAD(S) if you need to give your Travelers the option to upload documents within the Custom Form. Just check the checkbox to allow it! **Need to Require Document Upload?** Use a Custom Form and include a "File Upload" field type and make it "Required" ![custom-form-field-file-upload-required](https://support.youli.io/hs-fs/hubfs/Platform%20Screenshots/custom-form-field-file-upload-required.png?width=421&height=403&name=custom-form-field-file-upload-required.png)   ### What can be edited in my Custom Form once Travelers have begun responding to it? - LABELS, HEADINGS, and INSTRUCTIONS can all still be edited - FIELDS can be changed to/from required  **CAUTION:** Once responses have been collected for a Custom Form it will not be possible to add or remove any form entries. ### How does a Custom Form appear & work for a Traveler? - Just like a standard TASK, each **Traveler** will be prompted to respond and complete all of the required fields in a CUSTOM FORM. - Here is an example of what a Custom Form looks like ![Screen_Shot_2019-10-16_at_5.18.30_pm.png](https://support.youli.io/hs-fs/hubfs/Knowledge%20Base%20Import/Screen_Shot_2019-10-16_at_5_18_30_pm-1.png?width=500&name=Screen_Shot_2019-10-16_at_5_18_30_pm-1.png) ### Need to view and download Task Responses? 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