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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.
 

 

 

Hi,

 

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

Would that help?

 


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