Create multiple tasks from forms. | Voters

Create multiple tasks from forms.

Rachel Shillcock

I would love to be able to have my client submit a form and create multiple tasks from the form submission.

A use case for this is that I have a client who I do social media graphics for. I would love for her to be able to fill out a form with all the details for the headlines etc for each task, and then submit the form and it creates the separate tasks for each set of headlines. That's not currently possible in the current form system, and may also not be possible through integrating with a third party form platform and Integromat/Zapier (that's my next port of call to try).

February 27, 2020

Heather M

Yes please! Being able to assign different tasks dependent on the form response to different lists (with relationships) and assigned to different & multiple people is essential for me. 
EXAMPLE ONE
Q1. Is the forklift in good condition?
A1. Yes - no task created.
A2. No - conditional logic used to bring up Q2.
Q2. Is the forklift safe to use?
A1. Yes - task created in List 1 to follow up Q1, assigned to HM, 
A2. No - conditional logic used to bring up Q3.
Q3. What is the issue with the forklift? Please include photo's.
*task created in List 1 and List 2 (relationship) with details of the forklift issue & photos, assigned to AM & CC, due date 'today', priority 'urgent', chat message sent to entire team with instructions not to use the forklift until further notice.
#Being able to set up individual tasks for different items in the forms, means that the person responsible for that individual item can be assigned the task in the appropriate list. It also means that if the issue needs to be elevated to management straight away, the regular staff member + management is assigned it, without management having to receive every task. It can trigger an alert to all staff through the chat feature not use the equipment until further notice. Being able to individually label the task per condition is essential. I could easily have 5-10 tasks from 1 form. Being able to allocate them automatically would stop things from being missed.
Being able to save a partially saved form, and attach it to a task for a collegue to complete the rest of the form would be amazing also. Often we have 2 people (admin + field worker) that need to input information into the same form, to separate the information isn't practical.
EXAMPLE TWO - two part form to fill out at 2 different times
Part 1 - Admin to fill out & assign the remainder of the form as a task for the field worker.
Client Name
Client Address
Client Phone
Job Number
Task Name
Start Date
Due Date
Priority
Assigned to
Photo/Upload
Submit - automatically creates task, attaches form to continue filling in (with the field worker being able to see what's been entered but not edit).
Part 2 - Field Worker to fill out
Fills out requested fields.
Submit - automatically completes task that form was previously attached to and then send the tasks where you've previously through conditional logic sent them (like suggestion above).

Jose Batista

I tried implementing an easy way for our sales team to enter their order which has Multiple lines in it. The way forms work right now is that they would have to order one line at a time which will not work for the team. Now they have to flll out an external blank PDF form which has the line by line info of the task. Having this feature would allow us to streamline the external form

Adrienne Hollis

Yes! We could use this for our expense sheets as well. Each expense item would be a sub task.

It could be a simple "Add SubTask" button that we the creator see. The we name it whatever with the associated fields needed

Rubens Siemann Jr

Plz yes! This will help too much

Janice Rodgers

Yes! This would be most helpful. Kind of like a survey, where each question/answer creates a task. It would be important to have the "name" of the question to be part of the task so we don't see just answer in case the respondent doesn't give full answers.

Richard Bridger

Yep, absolutely. We have a need both for multiple tasks and sub-tasks within tasks. 
As a company we run a weekly workflow where we all enter our main priorities, alongside text questions etc. These all currently feed into one task, but really we want them to create separate tasks when defined. 
And then sometimes there is a task with small constituent bits and you want to auto-create them as sub-tasks. But we can't do that.

Mike Macdonald

We would really benefit from this as well. After a call with a client, we fill out a 'call notes' template with a table in it for tasks for us, and tasks for the client. At the moment, we can select the text in the table and click on the popup to add a task, but then we have to select the folder (Client), select the task and the assignee for all tasks in the table. It would be great to be able to have either: a feature on the form builder for multiple tasks, or a task building table within the Doc function so that when we're taking call notes, we have a table to create tasks that are already allocated to that folder (client)

Michelle Evans

Yes please! That would be a great feature!

Micah Brandenburg

Yes Please-this would be amazing

Heidi Anspaugh

Yes! Total gamechanger

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