Accessing the Assigned Tasks
Tasks are the form entries that Super Admins or the Admins assign to the users in your organization.
- In your home page, click the Tasks tab under Workflows. All the tasks assigned to you will be listed.
- Upon clicking a particular task, all the entries related to that task will be displayed.
- Click the ellipsis icon to the left of an entry and click the Edit icon.
In the pop-up, you can edit the entries and add comments in the Comments section. - Click Update, once done.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
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 ...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 ...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 ...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 ...How to assign tasks within my team and reduce workload using a form?
Zoho Forms allows you to create and assign each record as a task to org members within your team/company via Form Rules. This can help redirect a form entry to a specific user in your organization so that they can review, edit or update the fields of ...