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 updated, and collaborate over form data.
Assume you're running a customer support team and you have a support request form on your website where customers can submit their issues or questions.
Based on the category or nature of the request captured in the form, you can convert form entries into tasks and
assign to a specific support agent with expertise in the relevant area (e.g., billing, technical issues, general inquiries). The support agent receives a notification to see the new support request submitted through the form as a task assigned to them.
To assign a form entry as a task to your user,
-
Go to the All Entries
section of your form.
- Select the records you want to assign to a particular user.
-
Click Assign Task
on the top of the page.
-
In the pop-up, select the user to whom you wish to assign the task. By default, the user will be notified that a task has been assigned. If you do not want to notify the user, uncheck the Notify User
option.
-
You can change the default
Message
of the notification as required.
-
Click the Assign & Notify option.
You can also assign the entries of your reports as tasks. To do so, click the
Entries
tab under Reports. Select the entries and click the Assign Task
option.
You
can use
conditional rules
to automatically assign form entries as tasks to the users within your organization.
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:
Zoho FSM Video Tutorials
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho CPaaS?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Viewing Form Entries
Once you have successfully created and shared a form, the form responses will be listed under All Entries. Here, you can view all entries as a summary, and group them based on certain criteria. You can also change the view, edit the entries, assign ...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 ...Filter Entries by Form Language in All Entries / Reports
Filter by Language You can filter and view the form entries based on the form language. To do this, Go to the All Entries / Report section of your form. Click the dropdown. You will see the list of all the languages the form has been translated to. ...Viewing Reports
View Reports To view all the available reports in your account, On the forms listing page, under REPORTS, click My Reports. You can select a report you want to view from the list of all reports. To view the reports of a specific form, Click Reports ...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 under Workflows. All the tasks assigned to you will be listed. Upon ...
New to Zoho LandingPage?
Zoho LandingPage Resources