Assign Tasks to Multiple People in Salesforce Classic | Salesforce
Assign Tasks to Multiple People in Salesforce Classic
Assign up to 100 coworkers an independent copy of the same task. For example, you can create a task “Submit your expense reports” with the appropriate due date and assign it to a team of account executives.
Available in Salesforce Classic in: All Editions Except Personal Edition and Database.com
User Permissions Needed
To create tasks:
On the New Task page, click the lookup icon () next to the Assigned To field.
In the lookup window, select the Multiple Users tab.
Add up to 100 people (including members of groups) to Selected Members.
Personal groups are a convenient way to organize users into groups that are meaningful to you. For details, see Creating and Editing Groups.
The New Task page displays your selections and the total number of tasks next to the Assigned To field.
Save the task.
You’ve now assigned copies of the task to the coworkers you selected. Coworkers can edit, reassign, or delete their individual tasks.