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.

Adding the Person field and selecting checkboxes as the type

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

Selecting a source form

  1. Include the right people by setting appropriate conditions.

How to include the right people in your Person field

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

How to set a Person field to default to the right people

  1. Save your form.
  2. 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.

Editing role

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

Creating a new grid view

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

Filtering a grid view for entry status

  1. Save your filter to this view.

Learn more about Workflow Tasks.