Salesforce Features
Group Tasks
New Levels of Management Efficiency and Consistency
All Editions
- Empower managers to assign tasks to teams
- Increase usability of task assignment
- Run your entire business with greater efficiency
Tasks are one of the most powerful tools available to managers and employees using Salesforce. With Winter ’08 tasks are even more powerful thanks to the new ability to assign a task to a group of users. Managers can quickly assign work to a team using a streamlined user interface.
Training and Documentation
Feature Details
- Group Task Management: Users can assign a task to a group of users. Tasks can be created, deleted, and viewed for multiple groups of users.
- Tasks for Multiple Groups: When creating a task, users can choose to assign the task to a personal group, role, territory, and/or subordinates. All assignees will receive identical tasks, ensuring consistency and conformity.
- Independent Status Tracking: Each user assigned a task as part of a group will have an individual task created for him/her. Both the assignor and assignee can track each individual task, maintaining individual accountability for each assignee.
Note: This feature is disabled by default and requires administrator activation in the set up area of Salesforce.
0 Comments