Question

How to create a new task for several employees automatically?

  • 1 May 2024
  • 1 reply
  • 27 views

Userlevel 1


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.
 

 

 


1 reply

Userlevel 4
Badge

Hi,

 

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

Would that help?

 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved