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Our platform allows you to create and assign tasks to the users whose information is stored in a contact manager in the FORM account. A task can be used in many ways.

For instance, in broad stroke,s a Task will be assigned to Responsible Parties who are responsible for completing part or a whole task, depending on the setup. Completing this task will usually involve completing a form with information about the specific task they are performing, as well as assigning a status to that task.

These tasks will be displayed to the Responsible Parties in a list, they will have a description as well as properties that will facilitate filtering, categorizing and identifying these tasks.

Tasks can be managed by Task Managers. This means monitoring, reassigning, editing, etc.

The Task Managers and Responsible Parties can be different users or the same users depending on the setup.

Before task creation, please be sure that following items are prepared:

  • A Contact Manager is set up for the users who will be managing and executing tasks;

  • A Participant Portal is set up in the account;

  • A if Mobile or Windows Devices are to be used to execute or manage tasks, the mobile application is downloaded.

Please visit our Video library to see a simple and detailed video course on the Tasks.

The table below presents help articles that will help you to know how to create and manage Tasks.



Task Definition

Task definitions contain various task characteristics, such as who can work on tasks, what form should be filled out as part of a task, what statuses and properties a task may have. This chapter includes information about all tabs content (Basics tab, Statuses tab, Due date tab. etc)

Task Management

The Task Management functionality offers you the possibility to review the lists of tasks in your account, filter them, and create filters so that you can quickly access saved filtered lists. Go to the page to see more details about managing your tasks.

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