Turn a submission into a to-do
A Create Task workflow gives a team member a concrete job whenever a submission meets your rule: visit the site, verify the report, call the reporter. Unlike Refer (which asks for a review) or Follow Up (which asks for a specific form), Create Task lets you write the task yourself, choose the type and, if needed, repeat it on a schedule.
In this guide we build Create a verification visit task for health services feedback: when Community Feedback Intake arrives with Feedback category Health services, mobile users at the site get a task to visit the health post and verify the report.
Open Project Settings, expand FORMS, choose Site Forms and select Add (or the N workflows link, then CREATE NEW) in the form's Workflows column.