Form Entries | Assigning Tasks - Zoho Forms

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,

  1. Select the records for which you need to assign the task and click Assign Task

    Select entries and click Assign Task                                               

  2. In the Assign Task pop-up, choose the task owner from the Reassign To dropdown.
  3. The task owner will be notified with an email containing a link to view the record. Click Assign and Notify.
  4. To prevent notifying, uncheck the Notify User option and click Assign.

    Assigning Tasks

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