Question

How do I set a task for multiple users?

  • 29 December 2023
  • 4 replies
  • 90 views

Userlevel 5
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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

Userlevel 5
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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. 

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Hello @Michael Hansen ,

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


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

Laura

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

 

 

 

Userlevel 7
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Hi @Michael Hansen were you able to find a solution? Thank you!

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