Tasks | Assigning Form Entries as Tasks - Zoho Forms

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.

To assign a form entry as a task to your user,

  1. Go to the All Entries section of your form.
  2. Select the records you want to assign to a particular user.
  3. Click Assign Task on the top of the page.
  4. 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.
  5. You can change the default Message of the notification as required.
  6. 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 rules to automatically assign form entries as tasks to the users within your organization.
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