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).
Log In
A
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
R
Rubens Siemann Jr
Plz yes! This will help too much
J
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.
R
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.
M
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)
M
Michelle Evans
Yes please! That would be a great feature!
M
Micah Brandenburg
Yes Please-this would be amazing
H
Heidi Anspaugh
Yes! Total gamechanger
Jeff Lerner
Yes please! This would be change o’ game 🙏🏻
Janice Hosea
Agreed! This feature is necessary for efficient task management, systematic workflow and ease of use for the end user. Create one form and be able to assign multiple tasks - seems very necessary. There are numerous examples for this this feature but just one for now ... An employee change is requested. A manager could add/request effective date, pay changes, system or tool access updates, departmental moves, and more. The problem is, multiple people need to be assigned due to the diversity of the task requests. Please help!
C
Carly Eldred
Janice Hosea: yes totally agree! Thanks for bringing this up!
Load More
→