---
title: "Create Task Block: Auto-Create Tasks and Assign Them from Forms"
url: "https://help.ontraccr.com/en/article/create-task-block-auto-create-tasks-and-assign-them-from-forms"
language: "en"
last_updated: "2025-05-26T22:05:44.613Z"
---

# 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.

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## ✅ 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

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## 🛠 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

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## ⚙️ Configuration Options

### 1\. **Task Name**

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

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### 2\. **Task Description**

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

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### 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”)

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### 4\. **Assign Task To**

Choose who receives the task:

-   User from a form field

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### 5\. **Link to Project**

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

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## 📥 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

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## 🧠 Use Case Examples

| Form | Task Created | Assignee |
| --- | --- | --- |
| Site Inspection | “Fix Ladder Guardrail” | Assigned to Safety Team |
| Change Request | “Review with Accounting” | Assigned to Finance role |
| Deficiency Log | “Patch drywall – Unit 204” | Assigned to specific sub |
| Admin Submission | “Create Client Record” | Assigned to Admin User |

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## 🔁 Combine With

| Block | Why Use Together |
| --- | --- |
| **Approval Block** | Only create task after approval |
| **Update Board Card** | Keep cards and tasks synced |
| **PDF Export Block** | Archive task-triggering form |
| **Notify In App** | Immediately alert task recipients |

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## 📌 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