---
title: Documentation
description: Collect and document use case information via text or multiple-choice fields.
---

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# Documentation

### Use Case Task Type - Documentation

Collect and document use case information via text or multiple-choice fields. Documentation fields can be added into individual texts. All information captured within Documentation fields will be aggregated on the use case record’s Documentation tab. Admin users can:

**Task Instructions** can be set by default to help guide users understand how to address the tasks.

**Recommended Persona** is not an individual person, but rather a role that you can recommend to complete the task. Tasks can be automatically assigned to individuals when they are designated as the Recommended Persona. To set-up individuals as the default owner based on Persona, navigate to the “Settings” tab. This can be updated at any time.

**Task Settings** allows you to customize how the task can be actioned - from allowing file uploads to requiring a field. All values selected will apply to every field added. Enabling “Include Note Field,” will include a free text field for any multiple choice question included in the task.

💡Selecting “Enable AI Answer” and/or “Enable AI Review” allows users to automatically complete multiple choice answers based on intake scoping responses. [Click here](https://support.trustible.ai/Release-Notes-for-11-21-2025-2b459f1b69a58094b140c4a6bbc7d14e?hsLang=en#2b459f1b69a5804cb753e6f22a487b56) to learn more about these features.

![wf6](https://support.trustible.ai/hs-fs/hubfs/knowledgebase%20pics/wf6.webp?width=670&height=536&name=wf6.webp)

---

To add a Documentation field to a task, search for the new field. Once selected click, “+Add Field.” This will then be displayed with a number (e.g. 1 Business Unit Owner) and can be rearranged using the drag and drop 6 dot feature on the lefthand side.

![wf7](https://support.trustible.ai/hs-fs/hubfs/knowledgebase%20pics/wf7.webp?width=670&height=186&name=wf7.webp)

 

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