You can distribute the form you are creating if its form settings allow so. Below are the steps to distribute a form that you are creating:
1. Follow the steps to create a form.
2. Click the Distribute icon at the top right side (available based on relevant form settings configuration) to distribute the form to project team members for specific tasks to be completed within the due date.
Similarly, the option to distribute the form to project team members will be available while replying to a form as shown in the below screenshot.
Based on the form settings configuration, the option to distribute the form can be available while editing an existing form as well.
3. Click in the 'To' box to see a list of users, roles or distribution groups from which you can add a recipient name for distribution. Type in the initial characters of the user, role or distribution group to get auto-suggestions based on the same.
To expand distribution groups or roles and find the users in it, click the expand icon that will appear upon mouse hovering over the concerned distribution group or role name.
4. Use the checkbox to select users and choose tasks to be assigned to them using the corresponding task dropdown. Tasks that are enabled in relevant form settings configuration will be available to select.
5. Select a particular date for task completion by clicking the calendar icon.
6. Click the envelope icon to disable email notification for this specific form distribution. Once disabled, the icon colour would change to grey.
7. Click the 'Clone User' icon to give other tasks to the same user. You can do this for individual users as well as users in a particular distribution group or role.
8. The users added to the distribution will appear at the top along with details regarding the form task assigned to them. Upon mouse hover, it will also show the user details like their organization and email address. Click the cross icon corresponding to the name of selected users to remove them from distribution.
9. To bulk apply the same form task and task due date to multiple users:
From the options at the top right side, select the task name, and task due date and enable the email notify icon.
Click the down arrow icon available at the top right to apply the corresponding criteria to all selected users, roles or distribution groups.
10. Once done, click 'Close' to proceed further with distribution or click 'Clear' if you want to reset the entered data and start a fresh distribution.
To assign a 'Review Draft' task to a user, the creator of the form needs to assign this task and click on 'Save Draft' and not on 'Send'.
Next Article: Attach an External File to the Form