Assigning Tasks
You can assign a record as a task to a user in your Zoho Forms Organization. You can assign one or more records to a task owner from the All Entries section. The task owner can be notified whenever they are assigned a task. You can also limit the task owner's editing permissions by clicking the link in the Note section.
To assign a task,
-
Select the records for which you need to assign the task and click
Assign Task.
-
In the
Assign Task
pop-up, choose the task owner from the
Reassign To
dropdown.
-
The task owner will be notified with an email containing a link to view the record. Click
Assign and Notify.
- To prevent notifying, uncheck the Notify User option and click Assign.
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