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How to create a new task for several employees automatically?

  • May 1, 2024
  • 1 reply
  • 215 views
F
Freshman I


My boss wants that when a new order is created in the system, a new task is automatically created for certain employees. However, I can only select one employee in the Task Templates screen, not several. Does anyone know if it's somehow possible to set this up to create a task for several employees at the same time? It should also be set up that if one of these employees is the one who created the order, the task will not be created for him.
 

 

 

Best answer by ejmillar

Hi,

 

Within the task template settings, you can assign the task to a workgroup.

Would that help?

 

    1 reply

    ejmillar
    Varsity II
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    • ejmillar
    • Varsity II
    • Answer
    • May 9, 2024

    Hi,

     

    Within the task template settings, you can assign the task to a workgroup.

    Would that help?

     

    Ewan ~ Rubech IT ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
    Chris Hackett
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