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            Assign Action Plan Tasks to Queues

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            Assign Action Plan Tasks to Queues

            Set up queues to let action plan template creators assign tasks to queues. When an action plan is generated from the template, any user that’s a member of the queue can take ownership of the assigned task.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.

            A queue lets a team of users share their workload. Tasks appear in a queue list, and any member of the team can take ownership of a task in the list.

            You define the queues within your organization and add specific users or roles as queue members. Action plan template creators then assign tasks to the queue. When a new action plan is generated, a newly created task is added to the queue, ready for pick-up by a queue member.

            1. From Setup, enter Queues in the Quick Find box, then select Queues.
            2. Click New and enter a label and queue name. The label is the name of the list view that users work from.
            3. Choose an email address to notify when new records are added to the queue. (optional)
            4. If your org uses divisions, select the queue’s default division.
            5. Add the objects to include in the queue. Select objects that can be included in action plan templates, such as Task, Assessment Task, or Document Checklist Item.
            6. Add queue members and save the queue.
              Members can be individual users, roles, public groups, or partner users.

            When adding a task to an action plan template, select Queue under Task Assignment, and then choose a queue from the list.

            See Also

             
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