1. Access "Easy Automations" by clicking the Automations item in the menu

  2. Click "Easy Automation"

  3. Click the plus sign and select "Easy Automation"

  4. "When" - A form is submitted

  5. "Then" - Click "Show all options"

  6. Scroll down to "Create a task"

    • Task title

    • Days until due

    • Note

    • Assign task to

  7. Select if the Task should be created

    1. Immediately

    2. Delayed

  8. Add additional processes as needed.

  9. Rename automation to give your automation a memorable name

  10. Review your automation

  11. Click "Publish"

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