How to Assign a Task to Someone in Jotform Boards

Jotform Boards allows you to assign tasks to team members, ensuring clear ownership, accountability, and streamlined collaboration. By assigning tasks, you can track progress, delegate responsibilities effectively, and ensure that each task is completed efficiently.

Assigning a Task to People

Assigning a task to people you already shared your Jotform Boards with is easy. Here’s how to do it:

1. On your Jotform Board, hover your mouse over the task you want to add an assignee to, and click on the Three Dots icon.
2. Then, click on View Task.

3. In the Task window that opens, click on the Assignee field and select one of the existing assignees you’ve added.

And that’s it! The assignee will get an email notification that a task has been assigned to them.

Inviting and Assigning a New Member to Jotform Boards

If you haven’t invited an assignee yet, you can easily do that by adding them as a new member. Here’s how:

1. On your Jotform Board, hover your mouse over the task you want to add an assignee to, and click on the Three Dots icon.
2. Then, click on View Task.

3. In the Task window that opens, click on the Assignee field and then click on Invite to this Board.

4. In the Recipient field, enter the email address of the person you want to invite.
5. Optionally, add a personalized Invitation Message.
6. Then, click on Send Invitation.

7. Now, they’ll be added to the existing list of shared members. Simply select their name, and you’re all set!

That’s it! With these simple steps, you can seamlessly invite and assign tasks to new team members, ensuring smooth collaboration on Jotform Boards.