---
title: "Sending a Task by global workflow (conditions)"
slug: "sending-a-task-by-global-workflow-conditions"
updated: 2026-09-28T06:23:24Z
published: 2026-09-28T06:23:24Z
canonical: "help.quickbase.com/sending-a-task-by-global-workflow-conditions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sending a Task by global workflow (conditions)

## Overview

[Tasks](/fastfield/docs/introduction-to-tasks-dispatch) can be automated through Global Workflow. This will enable the automatic creation and dispatch of a task based on what a user inputs on a form. For example, if an inspector indicates an electric issue on an inspection form, it would trigger the automatic dispatch of a task to an electrician. You can also have custom task forms for specific fields throughout the inspection form. In this way, the inspector would not have to create a task on the spot for each issue that needs corrective action. In fact, the inspector doesn't even need to be aware that a task was assigned. This helps streamline and standardize your corrective action processes.

## How to automate tasks with Global Workflow

1. Go to the **Global Workflow** page in the Portal (Workflow > Global Workflow).
2. Select **+ New Workflow**.
3. **Name** your workflow. ![New Workflow name field in Global Workflow setup](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/16460972226701?sv=2026-02-06&spr=https&st=2026-10-30T07%3A01%3A43Z&se=2026-10-30T08%3A01%3A43Z&sr=c&sp=r&sig=Zgzdo24cSwitT%2BRo40xuxZAApsJJi3VMreMh6WRe7Ww%3D)
4. Under **When the following form is submitted**, choose your main form from the drop-down menu. ![Form selection drop-down under When the following form is submitted](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/16461007452685?sv=2026-02-06&spr=https&st=2026-10-30T07%3A01%3A43Z&se=2026-10-30T08%3A01%3A43Z&sr=c&sp=r&sig=Zgzdo24cSwitT%2BRo40xuxZAApsJJi3VMreMh6WRe7Ww%3D)
5. Under **Perform these actions**, select **Create New Task**. ![Create New Task selected under Perform these actions in Global Workflow](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/16461011489677?sv=2026-02-06&spr=https&st=2026-10-30T07%3A01%3A43Z&se=2026-10-30T08%3A01%3A43Z&sr=c&sp=r&sig=Zgzdo24cSwitT%2BRo40xuxZAApsJJi3VMreMh6WRe7Ww%3D)
6. Follow the steps in the **Create New Task** window to set up your task.
  - Give the task a name, select your recipients, choose your task form, and provide further instructions and details (due date, location, status, etc.).
  - If you would like to notify the recipient of the task, select **Email** for **Notification Type**. Otherwise, select **None**.
  - Select the green **Add Field** button when applicable to map the inputted details of the main form to this task.
    - For example, you could map a field where a user indicates an issue (e.g., *Electrical Failure*) to the title of the task. Then, the title of the task would automatically be the same as the issue reported on the form (e.g., *Electrical Failure*).
  - Select **Test** to try out this new action or **Save** when done. ![Create New Task window with name recipients form and notification type fields](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/16461062289165?sv=2026-02-06&spr=https&st=2026-10-30T07%3A01%3A43Z&se=2026-10-30T08%3A01%3A43Z&sr=c&sp=r&sig=Zgzdo24cSwitT%2BRo40xuxZAApsJJi3VMreMh6WRe7Ww%3D)
7. Back on the **New Workflow** window, select **Add Conditions** to create a trigger for the task based on the condition of the form's status, a specific form field, or a form alert.
8. Select **Add** when done to finish creating the workflow. ![Add Conditions and Add buttons on the New Workflow configuration window](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/16461122150285?sv=2026-02-06&spr=https&st=2026-10-30T07%3A01%3A43Z&se=2026-10-30T08%3A01%3A43Z&sr=c&sp=r&sig=Zgzdo24cSwitT%2BRo40xuxZAApsJJi3VMreMh6WRe7Ww%3D)