Who can assign a task

Any user can assign a task to a Contributor when the form is a draft.

Form Owners can assign tasks to Investigators or Observers after submission.

How to assign a task

Tasks can be assigned in two different locations:

• Directly from the Form Dashboard
• On the form when assigning a user as a Contributor or an Investigator
  • Observers can't be assigned tasks since they have a read-only view. 

Assigning tasks on the Form Dashboard

• Click the Edit button beside the assignment you are adding/editing.

• A pop up window will appear with the task management options.

• User / Group:  Select whether you want to assign the task to a user or a group
• Search: Search for the user or specific group to assign the task
• Due Date: Set the task due date
• Status: View and update the task status
• Task Description: You can use the default description or customize to fit your needs.

Assigning tasks on form submissions

• Tasks require a Due Date in order to appear in the To-Do list on a user's dashboard.
• A Task description is also required. You can use the default description or customize to fit your needs.
• 
  

Assigning tasks to Groups

• Groups can be assigned to a form, but cannot be assigned Due Dates or Tasks.
  • Assigning a due date automatically creates a task which implies the user is required to complete that task.
  • The system must know which task(s) the user is specifically responsible for. If a group is assigned, it is not clear which user is responsible for completing the task.
  • Note: Users in groups assigned to forms will be able to see the forms they're assigned to under My Submissions.