Create Task Block: Auto-Create Tasks and Assign Them from Forms

📄 Create Task Block: Automatically Create and Assign Tasks from Form Submissions
 

The Create Task Block allows your Ontraccr forms to automatically generate tasks—with a title, description, due date, assignee, and more. Whether it’s safety follow-up, admin processing, or action items from inspections, this block turns form data into actionable next steps.

✅ What Is the Create Task Block?

This workflow block:

• Creates a task inside the ‘My Tasks’ module of Ontraccr
• Allows dynamic population of:
  • Task name
  • Description
  • Due date
  • Assignee(s)
  • Project link
• Sends real-time notifications to assigned users

✅ Best for follow-ups, compliance tracking, punch lists, admin to-dos, or next steps from field forms

🛠 How to Add and Configure It

1. In Step 3: Workflow, drag the Create Task Block into your canvas
2. Connect it to any relevant block (Submit, Approve, Reject)
3. Click the block to configure task details

⚙️ Configuration Options

1. Task Name

• Use a source field (e.g., “Issue Title” or “Project Name”)

2. Task Description

• Add instructions, comments, or other form data
• Pull from long-text fields like “Notes”, “Deficiency Description”, or “Scope of Work”

3. Due Date

• Set a static due date (e.g., 2 days from submission)
• Or use a form field (e.g., “Follow-up Due Date”)

4. Assign Task To

Choose who receives the task:

• User from a form field

5. Link to Project

• Pull project from the form
• Or assign a static project
• Links task to project dashboard + reporting

📥 Task Visibility

• Tasks appear in:
  • User’s ‘My Tasks’ dashboard
  • Project-level Tasks tab
  • Team task reports
• Form link is embedded in the task for traceability

🧠 Use Case Examples

🔁 Combine With

📌 Best Practices

• 🔒 Use field-driven logic to personalize tasks
• 📅 Always include a due date for time-sensitive follow-ups
• 🧠 Add “Task Created” status using Status Update Block
• ✅ Embed project links to connect field work to office actions