Create a Task

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Prerequisites

• An active agency account with admin access
• At least one published form (go to Forms to create one)

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Creating a task

1

Click Create Task

From the Tasks page, click the Create Task button in the top-right corner. This opens the task creation form.

2

Select a form

Click the Form dropdown and choose one of your published forms. The dropdown shows each form’s name and number of questions. After selecting, the task name auto-fills with the form name — you can change it to something more descriptive.

If you don’t have a form yet, click Create New Form to build one. You can also click Edit Form to modify the selected form before creating the task.

3

Set a deadline

Click the Deadline field to open the date picker and select the due date. Ambassadors must submit their responses by end of this day. Past dates are disabled.

4

Assign ambassadors

Click Select Ambassadors to open the assignment modal. Browse or search your roster by name, email, or phone. Check the boxes next to the ambassadors you want to assign, or use Select all to assign everyone. Click Done when finished.

You can skip this step and assign ambassadors later from the task detail page.

5

Create the task

Review your selections and click Create Task. Assigned ambassadors will receive an email notification with a link to complete the task.

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Tips