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Auto-task creation from forms
Every form submission can automatically become a task, with field values mapped directly to task properties. The mapping runs on submission, so actionable items appear on your task board the moment a response comes in.
How field mapping works
Each form field can be mapped to a corresponding task property. A short text field becomes the task title, a date field becomes the due date, a long text field becomes the task description, and a dropdown can map to a priority or status. The mapping is configured in the form's automation settings, and each field targets a specific task property.
Fields that don't map to a built-in task property can populate custom fields on the task instead, so all submitted data carries over even when it doesn't fit a standard task field.
Board and group assignment
Auto-created tasks land in a specific task board and group. The destination board and group are set in the automation configuration, so every submission routes to the right place. A client intake form might create tasks in an "Onboarding" group, while a support request form routes to a "Triage" board.
Assignees can also be preset, so the auto-created task arrives already assigned to the right team member. Combined with due dates pulled from form fields, the task is ready to work on immediately.
What auto-task creation replaces
Without auto-task creation, every form submission would need to be read, a task created manually, and the details copied over by hand. Field mapping removes that entire step. The submitted data flows directly into the task, and the task appears in the right board with the right assignee, priority, and due date already set.
Auto-task creation works alongside other form automations, so a single submission can create a task, add a contact, and trigger an email sequence all at once.
