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.

    assign-task
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.
    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


          Get started with Zoho Sign

          in a few quick steps!

          Download Help Guide





                    Still can't find what you're looking for?

                    Write to us: support@zohoforms.com


                          



                          





                        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 SalesIQ Resources



                                            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

                                                                              • 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 edit the entries, assign entries as ...
                                                                              • 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 ...
                                                                              • 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. All the tasks assigned to you will be listed. Upon clicking a particular ...
                                                                              • Viewing Reports

                                                                                To view all the available reports in your account,  Click the Reports tab. 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 under a form's name in the forms listing page ...
                                                                              • Viewing Form Language in Reports

                                                                                To view the form language for each entry in the report created for a form, Go to the Reports builder. Click Show/Hide Columns under Report Options. Under Form Fields, select Submitted Language. Click Save. A dedicated column (Submitted Language) to ...
                                                                              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