You need to sign in to do that
Don't have an account?
Michael M
Assign task to multiple users
Hello, I need to add a task to multiple users (in other words,
i need to duplicate "assigned to" and "due date" multiple times in the same task.) Is there a way to do it?
I am using a quick action-new task. The quick action is on the Account and Contact objects, and I am using it to replace the standard OOB tasks layout.
i need to duplicate "assigned to" and "due date" multiple times in the same task.) Is there a way to do it?
I am using a quick action-new task. The quick action is on the Account and Contact objects, and I am using it to replace the standard OOB tasks layout.
Classic: https://help.salesforce.com/articleView?id=activities_multi_user_tasks.htm&type=5
LEX: https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_sales_productivity_tasks_multiple_assignees.htm
Hope it helps
All Answers
You can create task and assign it to the Group(instead of multiple users) which will create the duplicate task records as mentioned in the below Idea which was delived in Summer'18 release:
https://success.salesforce.com/ideaView?id=08730000000LgQCAA0
Please refer the release notes for more information:
https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_sales_productivity_tasks_multiple_assignees.htm
Please refer this doc for steps:https://help.scoro.com/manuals/336
Kindly let me know if it helps you and close your query by marking it as best answer so that it can help others in the future.
Warm Regards,
Shirisha Pathuri
Classic: https://help.salesforce.com/articleView?id=activities_multi_user_tasks.htm&type=5
LEX: https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_sales_productivity_tasks_multiple_assignees.htm
Hope it helps
https://success.salesforce.com/ideaView?id=0873A000000Lv45QAC
Hi Michael, check my first response, those are the workarounds I can think of using standard tasks. I would try them out before going for a programmatic solution.
If it helps please like or mark as correct if you could solve your issue.
Good luck