how to assign a task to multiple users in salesforce

Here are the steps to create a new Task and assign it to multiple people, groups, or queues:

• Click New Task from Task tab, Activity History or Open Activities related lists.
• On the Assigned To field, remove the default owner.
• Select People, Groups or Queues on the drop-down menu.
• Search for the name of the User, groups or queues.
• Select the name from the suggested results.
• Click Save.

Full Answer

How do I create a task and assign it to multiple users?

Here are the steps to create a new Task and assign it to multiple people, groups, or queues: Click New Task from Task tab, Activity History or Open Activities related lists. On the Assigned To field, remove the default owner. Select People, Groups or Queues on the drop-down menu. Search for the name of the User, groups or queues.

How do I associate a task or event to an active user?

Navigate to the record you want to associate the Task to. Click New Task or New Event from the 'Open Activities' related list. Enter an active User in the 'Assigned To' field. Click Edit on the Task or Event. Enter an active User in the 'Assigned To' field.

How to assign new tasks to multiple people in lightning experience?

You can assign new Tasks to multiple people, groups, and queues in Lightning Experience from Task tab, Activity History, or Open Activities related lists. Note: This functionality is not yet available using 'New Task' action in the Activity Timeline of the record.

What is the 'assigned to' user?

The 'Assigned To' User is the only person assigned to the meeting. The 'Assigned To' User can change that field, but if there are any other attendees, the 'Assigned To' field becomes read-only. This is because the User assigned to the Event might not have access to other Contacts or Leads that are invitees.

Can a task be assigned to multiple users?

Within Teamwork, you can create a task and assign it to multiple users on your project. When creating a new task, click the Who should do this field and select the Add More option at the bottom of the dropdown. In the Choose Assignees modal, you can then select multiple individuals to assign to the task.

Can you assign a task to a group in Salesforce?

The salesforce doesn't provide features to assign a task to Group when creating Task from the opportunity>Activity>New Task. You can only assign a task to Group when you create a new task from the Task Object.

How do I assign tasks in Salesforce?

0:091:25How to Create a Task in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on tasks. Click on show more actions. Click on new tasks assigned to is set by default to youMoreClick on tasks. Click on show more actions. Click on new tasks assigned to is set by default to you use the lookup icon to assign the task to another user enter a subject for this task. The task

How do I assign tasks to groups?

Assign tasksUnder Assigned to, select the People icon. The first time you assign a task to someone, you'll be prompted to connect the project to a group.To create a new group, select Create group and then select Create and assign. A pane will appear on the right where you can name your project.

Which statement is true when assigning a task to multiple users in Salesforce?

Which statement is true when assigning a Task to a Group in Salesforce? When you create a task in Salesforce, you can assign it to up to 100 people, including members of groups. These are individualized tasks for each user, which they can then edit, reassign, or delete from their individual tasks.

Can a task be assigned to a queue in Salesforce?

Starting the Spring 20 release, you can now assign Tasks to a queue. See Activities: Assign Tasks to a Queue to Share Work Efficiently. To set it, navigate to Setup | Users | Queues. Then, you can click the New button and create a new queue and set Task as the supported object.

Who can you assign tasks to Salesforce?

How Task Assignment WorksTasks can only have one owner at a time. ... By default, a task is assigned to the person who creates it. ... Anyone can reassign a task to a coworker. ... In Salesforce Classic, we can send an email notification when someone creates or assigns a task, depending on your organization's settings.More items...

What is the difference between tasks and activities in Salesforce?

Activities is the term for both Tasks and Events. There is no "Activities" object, there is a "Task" and "Event" object in the API. You can think of Tasks and Events as "Types of Activities". In the UI these records for both objects show up in the "Open Activities" and "Activity History" related lists.

How do I mass transfer tasks in Salesforce?

Create import CSV File with column headersActivity ID, Owner ID.Copy & paste from the Step 1 Activity ID column into the Activity ID column.Copy & paste from the Step 3 ID for the User to transfer tasks & activities into ID column next to the Activity ID. Save as .csv.

How team members are allocated tasks?

When allocating roles and responsibilities it is important to:Identify all the tasks that will be needed to complete the project.Allocate tasks evenly amongst team members, making use of team strengths or areas where development is desired.Ensure agreement from team members to taking on specified tasks.More items...