How do I assign tasks to multiple people?

To assign tasks to multiple users:

1. Add a Person field to your form and choose Checkboxes as the type.

2. Select the correct source form from the Look Up People From drop-down menu.

3. Include the right people by setting appropriate conditions.

4. Set the Person field to default to the right people.

5. Save your form.
6. Go into the Workflow section and edit the role that you would like to assign multiple users to. In the drop-down menu under Share Specific Entries With, select the Person field you just created, then click Save.

7. Save your form, then go to your Entries.
8. Create a new grid view, label it, turn ON Shared With Me, and turn ON Assign As Tasks.

9. Filter your grid view to include entries with the correct status, then hit Apply.

10. Save your filter to this view.

Learn more about Workflow Tasks.