Using Rules to Automatically Assign Tasks
You can configure rules to automatically assign tasks to your users as soon as a form entry comes in. The records will be assigned as tasks if they satisfy the defined conditions. To do so, In your form builder, navigate to Rules tab > Form Rules and ...
Accessing the Assigned Tasks
Tasks are the form entries that Super Admins or the Admins assign to the users in your organization. To view the tasks assigned to you, In your home page, click the Tasks tab. All the tasks assigned to you will be listed. Upon clicking a particular ...
Task Permissions and Filters
You can assign form entries as a task to the users in your organization. Task Owners will be able to update and edit all the fields of the assigned records. Task Permissions By default, the task owners, can edit all the fields of an entry. To ...
Assigning Form Entries as Tasks
You can assign form entries as a task to the users in your organization. They will be able to update and edit all the fields of the assigned records (you can set task permissions). They can leave comments, notify the admin as soon as the records are ...