Assign a task to multiple users

This article explains how to create a group of users and assign a task to all of the users in the group.

You can use a public group to assign tasks to multiple users. First, you'll need to create your group:

1. Go to Setup.
2. Click in the Quick Find search field.
3. Type public.
4. Click on the Public Groups text link.
5. Click on the New button.
6. Type a name for your group in the Label field.
7. Use the Search picklist to change your Available Members options, for example, selecting Users will allow you to select individual users to add to your group.
8. Click on members and use the Add arrow to add them to the Selected Members list.
9. Click on the Save button.

 Once you've created your group, you can create and assign the task:

1. Click on the App Launcher.
2. Under All Items, click on the Tasks text link.
3. In the panel on the left, click on the drop-down arrow and select New Task.

4. In the Assigned To field, click on the drop-down arrow and select Groups.

5. Click in Search Groups and start typing the name of the group you created.
6. Select your group.

7. Click in the Subject field.
8. Select the type of task you want to assign to this group.

9. Add any other information you want to include on this task.
10. Click on the Save button.

A new task will be created for each member of the group and should appear under My Tasks on their home page. If you included a contact on your task, the task will also appear on the contact's activity feeds.

A client's contact record will not allow you to assign a task to a group. Tasks can only be assigned to groups by navigating to the Task item.