Assign task to multiple users salesforce lightning

Assign Task to Multiple Users , as the name suggests, enables you to create a new task and assign it to multiple users across your org either individually or by roles or by public groups in a single attempt. Lightning Experience. We need to be able to assign tasks to these user groups as well.

And create multiple tasks - one each for a member of a group. However, this is only possible when creating tasks from the Tasks tab and not when creating tasks from quick actions or global actions on record pages.

This too is on our short term roadmap to address. What do i need to configurate to make that available to our users ? When I create a task from Task tab , I can assign task to multiple users. But when it comes to any record page, and I try to add new task from related list, Salesforce not allows to add multiple users in Assigned To field.

However, from the record page (ex, contact or account) I do not have the ability to assign to multiple users - I can only choose a single user. Currently when you assign a task to multiple usere each person gets their own task. This considers only the active users of Assigning the tasks.

In traditional Salesforce , it is possible to assign tasks to Multiple users including Public Groups, and Roles.

On the New Task page, click the lookup icon next to the Assigned To field. In the lookup window, select the Multiple Users tab. Users can be organized into various categories such as personal groups, public groups, roles, or territories.

In the Search drop-down list, select the appropriate option. An attempt at a user story: As two develoment users that have attended a meeting with a major donor, we would like one task on the Account to symbolise the single meeting the major donor participated in and a reportable task associated with both of the users in salesforce , so that our supervisor can see that the donor was in a single meeting but can easily report that we both participated in the meeting. Now when creating the new Task if you click Assign To lookup field you can able to multiple user. Will this be coming soon? Some meetings would include Inside Reps and Outside Reps.

I would like to track actvity of both types of users having attended a particular meeting. A task can be owned by a user - only. So the approach to make a task visible to a group is by using Public Groups and assigning the task to a group member.

Through Apex you cannot assign a group Id to the owner field of task. Hi Sabrina, You can do this by creating a Group of Users. And than Assign that Task to a Group instead of a particular User.

Additionally, you can also auto automate assigning TASKS to Users or Group by using a Process Builder. Ideally, I could hit the magnifying glass next to the Assigned to fiel click on the Multiple users tab, and select myself and my colleague. Log a Call - Duration: 4:03.

Vikrant Deshmukh 9views. Users can assign tasks to a queue, and then individuals in the queue can take ownership of those tasks from a list view. Let’s see how we can setup a task that is assigned to queue with the below screenshots.

Add the required users to the queue. TL;DR Duplicate tasks assigned to two or more users could instead be assigned to one personal group so that when the task is complete it is completed across the board. Step 2: Create a new Task. For example, to assign the permission set to users with the Salesforce license and to users with the Salesforce Platform license, select None. The menus for every user group share some common objects, like Home, Tasks , and Feed.

Keep the high-priority items for each group at the top. Put low-priority items at the bottom, or remove them altogether. Users can always go to the App Launcher to get the items they use less often.

Posts about assign task group written by arohitu. During my salesforce journey, I’ve come across multiple scenarios where customer provides a way of open work culture within a team and with salesforce it was always easy with the use of queues. I had to reboot OSX lion and reset the permissions on files and acls.

Manage Salesforce Tasks right from Outlook.