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 the record. This is a smart and time-saving alternative to forwarding concerned forms manually while the admin can be notified of the changes made in the record.
How to use rules to automatically assign the tasks created via forms?
Setting up rules to automatically assign tasks as soon as the entry comes in can be done in Zoho Forms. If the set conditions are satisfied, then the record will be assigned to the set user as a task.
- Under the Rules tab, go to Form Rules and click Configure Now.
- In the Rule name box, you can rename the rule for easier identification.
- You can specify if Any/ All of the conditions given forth should be met in the dropdown provided and add the conditions to be met.
- In the Then section, select the Assign Task action and choose the user to whom you wish to assign the task.
To add more conditions and/or assignees, click . Click Add after the necessary specifications are set.
For example, if the Time/Email address/Name/Rating in the form Is, Is not, Empty or Contains the desired entry, you can forward the entry to a user in your team.
If you want the entries received after 6:00 pm to be assigned to a specific user, then you can use Form Rules and simplify your job of assigning tasks.
Take another instance where you want the entries received from XYZ@ABC.com to be assigned to a user from your organization, you can set the condition as: if Added Email Id Is XYZ@ABC.com, then assign task to the required user.
Zoho Forms helps you and your team handle data entries with ease. To have a hassle-free data handling experience, try Zoho Forms today !!!
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