How to make form responses go into multiple tasks

[Ilyas_G]

Hi @Taylor_Leatherwood ,
Here’s a step by step guide.

Let’s say you want to use a form to create two tasks at the same time. Here’s what you need to do:

1. Think of what kind of information you need to be reflected in these two tasks. In my example I will input task name and description for each of the tasks, and also one single-select question for the second task.

2. Create custom fields in the project to store that information. In my example we will need:

   • two “Text” custom fields for task names
   • two “Text” custom fields for task descriptions
   • one “Single-select” custom field for the single-select question of the second task
     
     

3. Set up a form with all the questions you planned

   • you can use Headings to separate questions for one task from questions for another task
   • connect each question to custom fields created on previous step
     My form looks like that:
     
     

4. Create a rule that will create two tasks when the form is submitted. Use custom fields as variables in the rule.
   

   

My rule also completes the initial task created by form submission.

I created two sections in the project:

• Form submissions: for initial tasks created from form submissions
• Tasks: for separate tasks created by the rule.

Here’s a demonstration of this setup in action: