How to Assign Entries to Collaborators in Jotform Tables

By assigning entries to specific collaborators, you can distribute tasks effectively. Each collaborator knows their responsibilities, leading to better organization and productivity. Collaborators receive notifications when assigned to an entry. This ensures everyone stays informed about changes, updates, or new tasks.

To add assignees

1. In Jotform Tables, add or insert a new column. See Adding and Organizing Columns for more information.

2. In the dialog, select Assignee.

3. Enter your desired column name.

4. Toggle the options if needed, then select Create Column.

Here are the available options:

• Notify via Email — Send a notification email to your collaborators (recommended).
• Select Multiple Assignees — Assign multiple collaborators to a single entry.

The Assignee column should appear in your table. Choose one of the column’s cells, then select Add to invite or assign a collaborator to the entry.

Assignees will receive an email notification if the Notify via Email option is turned on.

To change the Notify via Email option, open the column’s menu, then select Edit column preferences.

See also: How to Share Your Jotform With Collaborators.