Assigning tasks from a form

Raising a task from a form

1. Open the submitted form record.
2. Select Assign Task (or "Raise Task" depending on the form).
3. Fill in the task details — title, assignee, and due date.
4. Save. The task is created and linked back to the originating form.

This keeps the follow-up action connected to its source record, so anyone reviewing the form later can see what came out of it.