Accessing the Assigned Tasks

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,
  1. In your home page, click the Tasks tab. All the tasks assigned to you will be listed.

    Tasks
  2. Upon clicking a particular task, all the entries related to that task will be displayed.
  3. Click the ellipsis icon to the left of an entry and click the Edit icon.

    Click Edit

    In the pop-up, you can edit the entries and add comments in the Comments section.
  4. Click Update, once done.

A notification will be sent to the admin once the changes are made.​

Accessing the Assigned Tasks


      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 CRM Training
          Redefine the way you work
          with Zoho Workplace

            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 CRM Training

              Create, share, and deliver

              beautiful slides from anywhere.

              Get Started Now


                Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                BOOK A SESSION






                            Quick Links Workflow Automation Data Collection
                            Web Forms Enterprise Begin Data Collection
                            Interactive Forms Workplace Data Collection App
                            Offline Forms Customer Service Accessible Forms
                            Digital Forms Marketing Forms for Small Business
                            HTML Forms Education Forms for Enterprise
                            Contact Forms E-commerce Forms for any business
                            Lead Generation Forms Healthcare Forms for Startups
                            Wordpress Forms Customer onboarding Order Forms for Small Business
                            No Code Forms Construction RSVP tool for holidays
                            Free Forms Travel
                            Prefill Forms Non-Profit

                            Intake Forms Legal

                            Form Designer HR

                            Card Forms Food
                            Assign Forms Photography

                            Translate Forms Real Estate
                            Electronic Forms

                            Notification Emails for Forms Alternatives
                            Holiday Forms Google Forms alternative 
                            Form to PDF Jotform alternative





                                              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.




                                                  Manage your brands on social media

                                                    Zoho Desk Resources

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                      Zoho Marketing Automation

                                                        Zoho Sheet Resources

                                                         

                                                            Zoho Forms Resources


                                                              Secure your business
                                                              communication with Zoho Mail


                                                              Mail on the move with
                                                              Zoho Mail mobile application

                                                                Stay on top of your schedule
                                                                at all times


                                                                Carry your calendar with you
                                                                Anytime, anywhere




                                                                      Zoho Sign Resources

                                                                        Sign, Paperless!

                                                                        Sign and send business documents on the go!

                                                                        Get Started Now




                                                                                Zoho TeamInbox Resources



                                                                                        Zoho DataPrep Resources



                                                                                          Zoho DataPrep Demo

                                                                                          Get a personalized demo or POC

                                                                                          REGISTER NOW


                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now









                                                                                                                • Related Articles

                                                                                                                • 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 ...
                                                                                                                • 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 ...
                                                                                                                • 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 ...
                                                                                                                  Wherever you are is as good as
                                                                                                                  your workplace

                                                                                                                    Resources

                                                                                                                    Videos

                                                                                                                    Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                    eBooks

                                                                                                                    Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                    Webinars

                                                                                                                    Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                    CRM Tips

                                                                                                                    Make the most of Zoho CRM with these useful tips.



                                                                                                                      Zoho Show Resources