Tasks

Create tasks to collect info from clients and track work that needs to get done on each case. ✅

💡 What are Tasks?

Tasks in Kayse AI have two jobs:

• For clients — Things you need clients to do, like uploading a document or answering questions 📄
• For your team — Work that needs to be done on a case 🛠️

Tasks start as templates. Then you add them to forms and assign those forms to cases. Once a task is on a case, it becomes a "Case Task" that you can track until it's done.

📋 Task Types

Tasks can collect all sorts of info from clients:

✏️ Text Input

Type	Description	Use Case
Short Text	One line of text	Names, short answers
Long Text	A big text box	Descriptions, explanations
Rich Text	Formatted text	Detailed stories or reports

🔢 Number Input

Type	Description	Use Case
Number	A plain number	Counts, amounts
Range	One number that must stay inside a min–max you set in the builder	Ratings, constrained quantities
Currency	A money amount	Medical bills, lost wages
Percentage	A percentage	Disability rating
Phone	A phone number	Contact numbers

📅 Date Selection

Type	Description	Use Case
Date	Pick a date (optional Date range bounds limit which dates are allowed)	Incident date, birthday
Date & Time	Date plus time	Scheduling appointments
Time	Time only	Daily schedules
Date Range	Start and end dates	Work periods

✅ Boolean/Toggle

Type	Description	Use Case
Yes/No	A simple yes or no	Basic questions
Checkbox	A checkable box	Agreements, confirmations

📝 Selection

Type	Description	Use Case
Dropdown	Pick one from a list	Categories
Radio Buttons	Pick one (all options visible)	A few choices
Multi-Select	Pick more than one	Multiple items that apply
Checkboxes	Check multiple boxes	Lists of symptoms, injuries

📎 File Upload

Type	Description	Use Case
Single File	Upload one file	ID card, one document
Multiple Files	Upload several files	Medical records, photos
Image	Upload a picture	Injury photos, accident scene
Document	Upload a document	PDFs, contracts

✍️ Signature

Type	Description	Use Case
Signature	Full signature	Contracts, agreements
Initials	Just initials	Quick acknowledgments

📇 Contact Information

Type	Description	Use Case
Email	Email address (checked for format)	Contact email
Phone	Phone number (formatted)	Contact phone
Address	Full address	Physical address

🛠️ Creating Task Templates

Task templates are reusable — you make them once and add them to any form:

1. Go to Settings → Tasks
2. Click Create Task
3. Type a name (like "Upload ID")
4. Add instructions explaining what you need
5. Pick the task type (text, file upload, etc.)
6. Set up any extra options
7. Choose if it's required or optional
8. Click Save

TIP

Use clear, specific names. Instead of "Upload Document," try "Upload Driver's License (Front and Back)." That way clients know exactly what to do! 🎯

⚙️ Task Configuration

Basic Settings

Setting	Description
Name	The title the client sees
Description	Instructions that explain what's needed
Type	What kind of input you want
Required	Whether the client has to complete it

📏 Validation Rules

Rule	Applies To	Description
Min Length	Text	Fewest characters allowed
Max Length	Text	Most characters allowed
Min Value	Number	Smallest number allowed
Max Value	Number	Biggest number allowed
Pattern	Text	A pattern the text must match
Email Format	Email	Must be a valid email
Phone Format	Phone	Must be a valid phone number

📎 File Upload Settings

Setting	Description
Allowed Types	Which file types are okay (like pdf, jpg, png, zip, or tar.gz)
Max File Size	How big each file can be
Max Files	How many files can be uploaded
Require Preview	Show a preview before uploading

📋 Dropdown/Selection Settings

Setting	Description
Options	The list of choices
Default Value	Which option is pre-selected
Allow Other	Let people type their own answer
Alphabetize	Sort choices from A to Z

US states shortcut

If the task is a dropdown, multiselect, or single select mapped to a custom field whose label includes State (for example, “State of incident” or state_residence), Kayse shows Add US States next to the options. Use it to append all U.S. states in one click, or Remove US States to drop those entries while keeping any other options you added. The same control appears in the form builder when you edit that task’s options.

🖥️ Display Settings

Setting	Description
Placeholder	Hint text that shows in an empty field
Default Value	A value that's already filled in
Help Text	Extra instructions below the field
Read Only	The client can see it but can't change it
Hidden	Not visible to the client at all