---
title: "How to set up a default mobile task form"
slug: "how-to-set-up-a-default-mobile-task-form"
updated: 2026-09-28T06:23:20Z
published: 2026-09-28T06:23:20Z
canonical: "help.quickbase.com/how-to-set-up-a-default-mobile-task-form"
---

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

# How to set up a default mobile task form

## Overview

A **Default Mobile Task Form** is a [task](/fastfield/docs/introduction-to-tasks-dispatch) form that is available in the mobile app for users to pull up and assign to another user or user group. It can be accessed at any time (via an **Add Task** button) when users are filling out a form.

For example, let's say a worker is inspecting the manufacturing floor and notices a hazard. They can tap **Add Task** on their device to pull up the **Default Mobile Task Form.** They can then document the hazard and assign the task form to someone on the maintenance team to correct the issue.

You have the option to use FastField's **generic** Default Mobile Task Form or **customize** your own using the full capabilities of our Form Builder.

## How to set up a default mobile task form

#### From the tasks page

1. Go to **Form Sharing** > **Dispatch/Tasks** in the left navigation menu of the Portal.
2. Select **Options** in the top-right corner. ![Options menu in the top-right corner of the Tasks page](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/16460089516685?sv=2026-02-06&spr=https&st=2026-10-30T07%3A01%3A42Z&se=2026-10-30T08%3A01%3A42Z&sr=c&sp=r&sig=nsJofl7RceB17pqpkeXzvjGaVkFmgU2%2BbQbFyqo2h%2F8%3D)
3. Make sure the **Mobile Tasks** toggle is on and green.
  - This will create an Add Task button on the bottom menu of all of your forms in the app.
4. Select your **Default Mobile Task Form** from the drop-down menu.
  - This will be the task form that users can open, fill out, and send while using a form in the app.
  - You can also select your Default Mobile Task Form on the Forms page by selecting **Actions** > **Default Task Form**.

![Default Mobile Task Form drop-down menu on the Tasks page](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/16460081055373?sv=2026-02-06&spr=https&st=2026-10-30T07%3A01%3A42Z&se=2026-10-30T08%3A01%3A42Z&sr=c&sp=r&sig=nsJofl7RceB17pqpkeXzvjGaVkFmgU2%2BbQbFyqo2h%2F8%3D)

#### From the Company Settings page

1. Go to **Account** > **Company Settings** in the left navigation menu of the Portal.
2. Go to the **Mobile Apps** tab.
3. Make sure the toggle next to **Enable mobile users to create tasks?** is turned on and green.
  - This will create an Add Task button on the bottom menu of all of your forms in the app.
4. Select your **Default Mobile Task Form** from the drop-down menu.
  - This will be the task form that users can open, fill out, and send while using a form in the app.
  - You can also select your Default Mobile Task Form on the Forms page by selecting **Actions** > **Default Task Form**.

![Default Mobile Task Form drop-down menu on the Company Settings page](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/16460206780429?sv=2026-02-06&spr=https&st=2026-10-30T07%3A01%3A42Z&se=2026-10-30T08%3A01%3A42Z&sr=c&sp=r&sig=nsJofl7RceB17pqpkeXzvjGaVkFmgU2%2BbQbFyqo2h%2F8%3D)Now, while using a form in the app, users can now select **Add Task** from the bottom menu to create a task at any time.