Create a task list for a team and pre-fill from a form

Working on an employee on-boarding workflow. I want to send a list of tasks to a team to complete where anyone on that team can complete those tasks. However, I also want the task list to have some context and display data from a previous form (ex. Name, Campus, Office Location, badge access level requested).

An example is that our HR and Hiring Manager complete forms for a new hire. Part of that form, they ask for a security badge to be created with access to that person's office. The security team should get a task that shows the new employee's Name, start date, office location, hiring manager's name and then a list of tasks to do for creating the badge and then when the task is completed, an email going to HR and the hiring manager to let them know the badge is ready.

I don't think this functionality exists currently but hoping it can be added to the feature requests.

Hi Aaron,

Thanks for reaching out to Jotform Support. Have you considering using our latest product Jotform Boards? It allows users to connect forms, workflows, or AI Agents to boards, automatically creating tasks from any customer request. This helps streamline business processes from data collection to task completion. Among its many use cases there's exactly HR and Recruitment, allowing to manage job applications and hiring workflows effectively.

You'll be also able to migrate projects from other popular task management tools to Jotform Boards, including Trello, Asana, Notion, ClickUp, Airtable, Monday.com

For more information, you can check out our guide.

Let us know if this approach may work for you, or if you need to build something more specific.