📋How to Create a One-Time Task

Navigate to the Tasks module in the side navigation menu.
Select the green Record button with the plus icon [+] in the top right corner. Select Assign Record.
In the Assign Record side panel, fill out the following required fields:
- Site: Select the appropriate site(s) from the list and select Apply.
- Team: Choose the team responsible for completing the task
- Form: Select the specific form template you want the team or user to fill out.
- Deadline: Choose a date and time for when the task must be completed.
Once the form is selected, a preview will appear in the main window for your review.
Select the green Assign Task button at the bottom of the side panel.

One-time tasks allow you to assign specific, non-recurring forms to a team for completion.