Assign a form

Send a form to people, groups, jobs or everyone, with availability and due dates.

For administratorsPortal3 min read

Before you start

• The form is published.
• You have permission to manage form assignments.

An assignment asks specific people to complete a form. It appears in their list in the Ranes app and on their home screen.

1. Open the form Go to the form's Assignments tab and select Assign.
2. Choose who Select users, groups or jobs, or turn on Assign to company to include everyone.
3. Set priority Turn on Urgent if it should stand out at the top of people's lists.
4. Set dates (optional) Available on hides the assignment until that date. Due by marks it overdue after that date.
5. Save Select Save. People see it in the app straight away.

Screenshot coming soon

The New Assignment dialog with recipients, Urgent, Available on and Due by.

Note

A due date only marks the assignment overdue. It doesn't close the assignment or delete anything that was submitted. Leave Due by blank for an open-ended assignment.

Manage assignments

• Search the list, or filter by Available after and Expires before.
• Edit an assignment to change its dates or priority.
• Delete an assignment that's no longer needed.

Tip

Assigning to a group or job keeps assignments up to date as people join or leave, without editing each assignment.