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

      Create a One-Time Task

      Assign a form to a team or user that needs to be completed one time.


      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

      4. Select green Assign Task  button
      5. The task is now created and will appear in the assigned user’s task list.

      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.