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Question

How do I set a task for multiple users?

  • December 29, 2023
  • 4 replies
  • 137 views

Michaelh
Semi-Pro III
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I have a business event firing off when someone forgets to add a salesperson to a customer location. Is there a way to set a task that can be shared by a group of people? I.E. if any one of them completes the task, it closes for all of them.

 

In the task editor, I can only seem to set a single owner, so I made 3 tasks. But, if someone completes that task, the other 3 still have it listed on their tasks. Am I missing something or is this a limitation I just need to deal with?

 

Thanks!

4 replies

Laura02
Captain II
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  • Captain II
  • 3132 replies
  • December 30, 2023

Hello @Michael Hansen ,

Your idea is listed in the Ideas section of this community.  Please vote:

https://community.acumatica.com/ideas/business-event-notification-emails-to-workgroup-members-7769


It appears someone has posted a work-around solution in the above thread. 

Laura


Michaelh
Semi-Pro III
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  • Author
  • Semi-Pro III
  • 187 replies
  • January 5, 2024

The above is not the solution. That is for EMAILING a list of people. I need to create a TASK for a group of people and cannot do this in the Business Event I have created. I don’t think it’s possible to create a task that is shared by multiple users. I.E. if ANY of the users marks it complete, then it is completed for all users in the group. 


  • Jr Varsity I
  • 7 replies
  • January 10, 2024

Have you tried setting the Workgroup on the Task Template(under Task Settings) instead of Owner?

 

 

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2757 replies
  • March 13, 2024

Hi @Michael Hansen were you able to find a solution? Thank you!


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