Create Tasks
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      1. Provision Help Site
      2. Tasks
      3. Create Tasks

      Create a Recurring Task

      Assign a form to a team or individual on an ongoing basis.

      1. Navigate to the Tasks module

      2. Select the add icon  in the top toolbox

      3. In the New Task side panel, fill out the task details
        • Form: select the form that is being assigned
        • To: select Team or Individual
        • Specify: select the specific individual or team you are assigning the task to
        • Due date: when the first form in the series needs to be completed by
        • One-time or Recurring: select 'Recurring’
        • Repeat every: indicate the task frequency such as daily, weekly, monthly, annually
      4. Select 'Assign Task'

      Tips for scheduling different frequencies 

      • Weekdays only: set to repeat 'weekly' and select the days of the week 
      • Quarterly: set to repeat 'monthly' and enter 3 months 
      • Twice a year: set to repeat 'monthly' and enter 6 months 

      Teams vs Individuals 

      • If you assign a task for multiple individuals, each user will be required to complete their own form (i.e two individuals would result two forms assigned)
      • If you assign a task to a team, the group would be responsible for one form. When that form is submitted, it disappears from all team members task list.