This article will show you how to forward Tasks in forms to specific users or teams.
Why Forward tasks to specific users?
Whether you've unintentionally created a form in your organization or you have a form that is no longer in use and wish to tidy up your workspace, you can easily delete the form with just a few steps.
Before we get started
Take note
- A Form and Workflow are needed to forward Tasks in Capptions Direct
- You can only forward a task if a user or team select field is present in the form you are sending your task out of.
- For the assignment forward node to work, a specific team or user has to be filled in, in the assignment form during the execution of the workflow.
- Forwarding a Task immediatly puts the task in the designated person's action tab in Capptions Direct.
Forwarding a Task to a specific user or team
Step 1: Sign in to the Capptions Direct web portal
Sign in to your Capptions Direct account using the link
Step 2: Select an organization
Click on the drop-down arrow in the top left-hand corner and select the organization you would like to add a Target Line to your graph to.
Step 3: Click on Templates
You will immediately land on the form template listing page.
Step 4: Click on the Workflow tab
Click on the Workflow tab to create and edit Workflows in your organization.
Step 5: Click on the Edit menu (3 Dots) on the right side of the workflow
5.1 If you do not have a workflow yet, see our article on making your first workflow.
5.2 If you already have a workflow, navigate to your workflow and click on the edit menu (3 Dots) on the right side of the workflow to edit your workflow.
Step 6: Add an Assignment Forward node
6.1 If your workflow is empty or does not contain the preferred nodes. Please follow our Article on how to build a workflow.
If your workflow already contains preferred nodes, like fill a form or generate a report, you can add an Assignment Forward node by:
6.2 Right-clicking somewhere on the grey work space
6.3 Then scrolling down to Task assignment and choosing Assignment forward.
Step 7: Connect the Assignment forward node to the correct forms
Now connect the Assignment forward node to the correct form for assigning the task, and the correct task form, by:
7.1 Clicking on the colored circles
7.2 Dragging the colored circles to the corresponding colour on the fill a form node. (Yellow being the form that assigns the task, and magenta being the task form.)
Step 8: Setup the Assignment Forward node
8.1 Click on Setup on the Assignment forward node to reveal the node settings.
8.2 Now Choose the user or team select field you want to assign a task to. The filled in answer in this field, will receive the assigned task.
8.2 If you choose a team to complete the task, the bottom option gives you the ability to choose if you want everyone in the team to complete this task, or just one person in the team.
Step 9: Click save to save your changes
Click save at the bottom right of the node editor to save the changes you have made to the node.
And that's how easy it is!
We hope this article is helpful in assigning a task to a specific user or team. if you have any questions or concerns, please do not hesitate to contact our customers support team at support@capptions.direct
Thank you for choosing Capptions Direct as your EHS Management Software, We look forward to helping you make your workplace safer and more efficient!