Dispatch a single task

Overview

One way to assign a task is to dispatch it from the Portal (as opposed to from the app or through Global Workflow). This is a quick way to give an assignment with instructions to a user or user group in your account, or even to an external party.  

How to dispatch a single task from the Portal

1. In the Portal, go to Form Sharing > Dispatch/Tasks.

2. Select the green + New Task button.

3. Select Dispatch Single Task to get started.

   

Details (Step 1 of 5): Give your task a title and description, choose your recipient and form, and provide any optional details, such as a due date, status, and priority level.

Location (Step 2 of 5): You have the option to select the location where you would like the task to be completed. You can use the search bar or map to pin the location. Notification (Step 3 of 5): If you would like a notification to be sent to the recipient of this task, select the notification type from the dropdown menu under Type. Then, fill out the details of the message.

• If you would not like to send a notification, select None under Type.

• Keep in mind that there will be no notifications for a user group.

Fill Form (Step 4 of 5): You have the option to pre-fill any details on the actual form. This can be useful to provide essential details and context for the form respondent and can help streamline the task.

Send (Step 5 of 5): When you're ready to dispatch the task, select Send Now. To make any changes, use the back arrow button.