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Create a task to send a form to selected ambassadors with a deadline. Assigned ambassadors receive an email notification and can submit their responses from their dashboard.

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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.
Empty 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.
Form dropdown with available forms
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.
Calendar date picker for deadline
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.
Ambassador selection modal with roster list
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

The task uses the questions from your selected form at the time of creation. Editing the form later won’t change existing tasks.
Give your task a descriptive name (e.g., “Toronto Launch Event Feedback” instead of just “Post-Event Feedback Form”) so ambassadors know exactly what it’s for.