Pre-fill parts of the form and assign Tasks to users. Assigned users receive a push notification and can easily complete the form.
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A task is a workflow between two users who fill in the same form. This function allows you to pre-fill some fields of a form in our Platform and assign it to another user to finish or validate the tasks.
1. Tasks
Log in to the MoreApp Platform and select the form you want to create the task for. Go to the Tasks tab and click on New Task to create a task.
Note: The Pin, Signature, Catalogue, Drawing and File-widgets are not supported.
2. Select recipients
Pre-fill the form if needed. Assign the task to one or more users. You can select users separately or you can select a group. Add a message and choose when you want to send the task. Once it is ready, click on Save.
Note: The selected users or groups need to have access to the form first.
Note: If the second form is only used for tasks and you don't want the users to fill in this form without a task, you can Hide the folder in the App. This setting can be configured in the Platform.
3. Receive a push notification
The assigned users receive a push notification on their phone or tablet. There is a Tasks section, in the menu of the App, where the tasks can be found.
Note: Users will get the notification from the App, not in the email.
If you start filling in the task and you want to continue later, you can click on Save & Close. The saved tasks, that are in progress, will be stored on the Tasks tab.
4. The status of the task
In the Tasks tab, you can also check the status of the task. When clicking on the eye icon you can see if the task was completed or if it's still Pending. This means the task still needs to be done. In this overview you have 2 options to choose from; Complete or Revoke. When you click on Complete, the task will be saved. If you click on Revoke, the task will be deleted from the app.
5. Status Colours
In the Tasks tab it is possible to see the following Status colours:
Green = Completed
Blue = Pending
Red = Removed from the app
Orange = Revoked from the Platform
6. Congratulations!
You have successfully sent a task to one or more users! Use our free API to create an integration between MoreApp and the tools you use. Take a look at our Developer Docs for more information.
Note: Every API which is not documented in our API documentation can be changed at any moment.
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