Assign task to multiple users salesforce lightning

In traditional Salesforce , it is possible to assign tasks to Multiple users including Public Groups, and Roles. In Salesforce Lightning , there is currently only the ability to assign a task to a Single User. In Lightning today a user can create multiple tasks for multiple users. And create multiple tasks - one each for a member of a group.

However, this is only possible when creating tasks from the Tasks tab and not when creating tasks from quick actions or global actions on record pages. What do i need to configurate to make that available to our users ? Thanks, Pedro Lightning : How can I assign a task to multiple users ? And than Assign that Task to a Group instead of a particular User. Additionally, you can also auto automate assigning TASKS to Users or Group by using a Process Builder.

To my knowledge in Classic and Lightning creating a single task that users share is not a feature, but there are ideas out there. On the New Task page, click the lookup icon next to the Assigned To field. In the lookup window, select the Multiple Users tab.

Users can be organized into various categories such as personal groups, public groups, roles, or territories. Assigning Event to Multiple Users For example, a colleague and I are meeting with a client next week and I want the activity to be assigned to both of us. An attempt at a user story: As two develoment users that have attended a meeting with a major donor, we would like one task on the Account to symbolise the single meeting the major donor participated in and a reportable task associated with both of the users in salesforce , so that our supervisor can see that the donor was in a single meeting but can easily report that we both participated in. But when it comes to any record page, and I try to add new task from related list, Salesforce not allows to add multiple users in Assigned To field.

Now when creating the new Task if you click Assign To lookup field you can able to multiple user. Populate the Related To or Name field when repeating steps above in Lightning Experience, or 2. Like the event recor your fields may vary, but here are some tips on adding a task : Assigned To: Defaults to you. Subject: The task ’s subject, which appears on the My Tasks section of the Assigned To’s home page. Click the combo box icon.

Directors on creating sales initiatives for each property, i decided to set up a task where i could attach instructions on how to complete the assignment. Reps can assign tasks to their shared queues, and then individuals can take ownership of those tasks from the queue’s list view. Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimite and Developer editions. Keep Your To-Dos Up to Date Another great aspect of the task list is that while you see the list on the left, expanded details appear to the right for whichever task you have selected. Looking for Sale Force?

Search Sales Force Direct at Alot. Browse Online Resources. Comprehensive Information. Get Sales Force Online. Assigning Events to Salesforce Users Default Event Owner By default, an event is assigned to the user who creates it.

The Assigned To field isn’t available in Personal Edition. I want to be able to add multiple users to the task , specifically when i want to lookup and add a user with one last name THEN do a lookup for a user with anouther. You can view your events as a list view, a multi- user view that shows the events assigned to multiple users , or a single- user view that shows you your assigned events. Review and edit events.

Regardless of the time it takes, your sales reps can continue their work in Salesforce during the enabling process. To enable Shared Activities, enter Activity Settings in the Quick Find box, then select Activity Settings (1). Then, select Allow Users to Relate Multiple Contacts to Tasks and Events (2). This update, released in Summer ’1 was scheduled for enforcement in Spring ’2 but is now available only by contacting Salesforce Customer Support. TheAnswerHub is a top destination for finding online.

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