Please Login with your Salesforce ID to post, promote or comment.
Salesforce IdeaExchange
FAQs | Terms of Use8070 Ideas; Promoted 170373 Times; 16407 Comments.
- Suggest a New Product Concept
- Promote Ideas That You Want to See Developed
- Discuss With Product Managers and Other Users
- See What We Are Planning To Deliver
Service and Support Comments
| Service and Support Ideas
|
Applications Comments
| Applications Ideas
|
Calendar and Activity Management Comments
| Calendar and Activity Management Ideas
Allow Task/Activities to be assigned to more than one person.
When creating a task or activity that two or more people need to be reminded about you currently have to create a task for each user, it would be nice if you could place multiple names in the assign to area.
|
dmcniff 11/09/06 |
There is an App called "Mass Create Tasks" that is free. it doesn't allow you to send email notification like the individual task does. |
|
manu 11/15/06 |
Is this another way of saying that you would like to be able to assign tasks to queues? i.e., a group of people who may be able to work on the task? I'm unsure why you need to assign a specific task to more than one person as I feel that ultimately a single person is responsible. I could be wrong about this of course. |
|
Pamela 11/21/06 |
Hi - our group is struggling with this too - but we think if you assign to more than 1 person than things that need to get done - the other person will think they are doing it - and it will create confusion - we are going to review how we are using cases - as they allow queus |
|
Mark_Abramowitz 11/28/06 |
Cases may be a good way to go. Also, in Winter ’07 custom objects support queues. From what I can tell there are two main scenarios: 1. Tasks are assigned to individual users with different close status. For example, all team members need to fill out expense reports. As a manager you need to know that each team member did their task. 2. Tasks are assigned multiple users but there is only one close status. For example, someone needs to call the client. |
|
manu 11/30/06 |
Mark, I believe the first scenario should be followed (even though it creates more work at the top) as the second option does not truely assign responsibility for an action to an individual. |
|
nmcconnell 12/06/06 |
This would be great for simple things like sending out a task for the team to egt expense reports in. salesforce should be able to track ALL activity tied to sales and currenlty it does not do so in a very efficient manner |
|
jross 02/21/07 |
We have an Account Management pool. A task needs to go to the "pool" and then managed by an individual in the pool. The ability to send a Task to more than 1 user would be helpful for us. |
|
jpych 03/05/07 |
Merged Idea
originally posted 12/07/06
Assign task to a queue
It would be good to assign tasks to a queue (versus an individual). Functionality would be similar to lead queues and case queues.
For example, we are trying to improve our workflow automation using Salesforce. A series of tasks need to be performed when initializing a new customer. One of those tasks is setting up the customer with an account and IDs on our system. I'd like to assign this task to the customer service department -- anyone should be able to grab it and work with it (kind of like the way sales leads can go into the sales queue). I have considered using cases, but you can't automatically create cases using workflow rules. So, that won't work. |
|
wyliecoyotenz 03/05/07 |
Merged Comment
originally posted 01/03/07
I think this is a great idea. We would find it very useful
|
|
hpML 03/05/07 |
Merged Comment
originally posted 01/11/07
Winter 07 now supports Q and Assignment Rules per Object -- correct?
|
|
mark2008 03/05/07 |
Merged Comment
originally posted 01/20/07
Queues are not supported by tasks. We are currently going through all kinds of hoops to get around this deficiency. This capability is essential to increasing adoption.
|
|
inepab 03/28/07 |
I think this is necessary when you work with an external call center where there is a group of operators working on rotation. Tasks may have to be performed on a specific day and the individual person to whom it is assigned may not be working on that day, If the task was assigned to a group, no tasks would be left unattended, and any person in the group could view the tasks that need to be performed on a specific day. |
|
Gabe 04/26/07 |
Assign task to a queue - YES, YES, YES! Please! This is exactly what we need to be able to do. Here's our use case: My support department and I work from task lists (we use email to case for everything - new cases & replies to existing cases), which are great since we can work from a single task list. This is key. As my department grows, we need to be able to leverage case queues so that cases are assigned to queues rather than to individual reps. So far, so good. But here's where the problem lies: When we use a case queue, the new task automatically created by the email to case agent under cases gets assigned to me (default case owner). We need for that task to be assigned to a QUEUE so that any agent can see the task via the task list, click to view the related case, accept the case from the queue, and have the open task reassigned to him or her. Thanks! |
|
ChristenCantrellDrug 05/30/07 |
Merged Idea
originally posted 01/23/07
Task Assignments
It would be great if we were able to assign tasks to more than one person. Currently, you have to create multiple tasks and can only assign one person per task. This would allow managers to assign taks to multiple employees.
|
|
Aliza 05/30/07 |
Merged Comment
originally posted 01/29/07
Are you talking about assigning tasks to a general queue where one of multiple people can pick it up, or assigning one task to multiple people for execution?
|
|
greggehrich 05/30/07 |
Merged Comment
originally posted 04/05/07
I'll add my own $.02 here.
We've been trying to encourage case ownership by minimizing case owner changes and promote the use of tasking. The inability to task to queue has presented a roadblock to this strategy. |
|
Odette 06/19/07 |
I hate to say it, but this needs to be more like Microsoft where you can allocate tasks to more than one person and they can update it individually. Emails should be sent to the person assigning the task so that they can keep track of any updates. We need this one too. |
|
Magix 07/04/07 |
We need to be able to assign tasks to queues. Each user that has access to that queue should be able to reassign a task in the queue to themselves. Additionally, they should able to resend the task to the queue after they have reassigned it to themselves. Is there a reason this functionality hasn't been added? |
|
foster 07/12/07 |
I would like the ability to assign tasks to queues, so that related tasks within a work process could be grouped in to a ‘thread’. An example of a common repeating process is a "New Employee" process (or ‘thread’), which has a list of related tasks (e.g. Assign workstation, assign computer & phone, update company directory, send employee contract to sign etc). These tasks should be able to be assigned (e.g. facilities, IT, HR), along with assignment rules, to queues. This functionality would also overcome issues with pushing case due dates, as case ownership would stay with one user, and should also result in greater accuracy and consistency in service due to having a total view of tasks to be completed. |
|
snovak 07/12/07 |
I think it would be even better to allow you to send a task to a queue of users. |
|
snovak 07/16/07 |
Merged Idea
originally posted 07/12/07
Assign tasks to a Queue
I would like to have a user be able to assign a task to a queue of users where the users assigned to that queue could assign themselves to the task and work the task. Currently, we have to use the Case Functionality to do this and it is another area that has to be built out and trained on when the Task process is so easy.
|
|
Bogdan 08/23/07 |
YES, YES, YES! This functionality would save a lot of troubles and manual work. Right now, what I must do is to assign a task to a team leader who then assigns it to another person. But in this case, I loose track of the task in itself. Whereas having tasks assigned to a queue would be much better, since anybody can track the 'my delegated tasks'. something is sent to a queue, anybody belonging to that queue can pick it and work on it, set the right status and ... ready! Besides, this would simplify some other processes - with a workflow rule or a trigger, anybody could monitor the status of the task. If nobody picks is up from the queue within a certain period of time, then the task owner receives a notification email. We can easily track things this way. |
|
Bogdan 08/23/07 |
sometimes else to add - this functionality should be available for tasks only. in case of events, I think the nominal invitation is the best. |
|
gen 08/27/07 |
I would really love to be able to assign tasks to more than one person. It would be extraordinarily helpful to our business practices. |
|
ictmarketer 08/28/07 |
Many projects require team deadlines and the lack of this functionality creates challenges and need to utilize other tools. It would be extremely helpful to be able to assign a task to multiple users. |
|
hannah_c 08/28/07 |
It would be great to assign a task to a queue because we have team tasks, i.e anyone on the team can do it so by assigning it to the team rather than an individual means it will be dealt with quicker. We cannot use cases because we need it on leads as well as accounts. Custom object would be good but you cannot convert a custom object with the lead so you would loose the history of the lead when you transfer it to an account. |
|
Gabe 09/17/07 |
Here's a similar suggestion. Allowing tasks to be assigned to a queue would be HUGE for us in many ways. Please also ensure that tasks created by workflow rules can also be assigned to a queue and not only to a user. |
|
socalchris 09/26/07 |
I think the ability to assign tasks to a queue is critical! This is a primary way to facilitate interdepartmental communication and coordination. I am actually verys surprised this capability does not exist today. |
|
Pepe2007 09/27/07 |
While I understand the need for assigning tasks to q's and think it would be beneficial, I would like the ability to assign tasks and events to multiple users. Currently, management tracks all Sales Reps activities within a fiscal week. We have 3 different Sales Orgs which sometime work independently and sometimes together as partners. When 2 of them make a presentation together, we need to create 2 seperate meetings--it would be much easier to have both assigned to 1---maybe have 1 be an alternate/additional owner? |
|
gemini@work 10/10/07 |
As several have mentioned, the ability to assign a task to a queue (rather than just a user) would be ideal for my application. We have a pool of Mfg engineers who are "tasked" with Build Orders. I can't simply task one individual -- since the orders are rush / urgent, and I don't necessarily know who might be on vacation on any given day. I want to task their user group / queue. Any one of them should be able to pick up the task, take ownership, and resolve it. |
|
heatherp 10/11/07 |
Just so everyone knows, there is a free application on the AppExchange for mass asigning tasks/activities and it's free. |
|
TomaszOczapowski 10/16/07 |
Coming in Winter 08! |
|
aperture 10/26/07 |
We have a similar need. When a request is made to a rep regarding an opportunity or a custom object, we are sending a task via the opportunity. It is necessary for us to copy their Regional Manager as well without sending a separate task. The Mass Task Assigning app might work; are there other suggestions. |
|
ryerkes 10/31/07 |
A feature called Group Tasks is coming in Winter '08. Tasks can be assigned to multiple users with independent close status. For example, a sales manager may assign the same task to each member of the team requesting a forecast update. Once the tasks are created and assigned to users they are independent (i.e. updates to one task have no affect on the other tasks). |
|
foster 11/07/07 |
While the post from ryerkes dated oct 31 is promising, it still doesn't solve the issue of not being able to assign tasks to queues. Tasking to multiple people will not work for us. |
|
robsouthern 11/15/07 |
I'd like to be able to assign a secondary owner to a task who would be notified if the task were not completed by its due date. |
|
callum 12/05/07 |
I'd love to be able to assign tasks to multiple users. We have the situation where our Sales Reps make the sale itself, but all the SFDC data entry and email confirmations are done by their Sales Cadet. Currently all emails synced from Outlook are assigned to the Cadet (because they actually send the email and sync it to SFDC) and this means that the "bigwigs" aren't recognising both Rep and Cadet for the work. By the way, I realise that there will still need to be manual editing of the task record in SFDC for emails & tasks synced from Outlook, but it would still make our reporting a true representation of our Sales situation. Please remedy this :) |
|
stilllearning 12/11/07 |
Like Ryerkes said: One of the features in Winter '08 is ability to add multiple assigned users on a task. That is great, but it would be even better if the same function is available for Events. I know I can probably add them in the invite on the bottom of the page, but then it will not show it in the reports for them. For example in my org. we have product specialist team that works with sales, and they are usually engaged in events (rarely in tasks). If they are able to be part of the multiple users assigned for event it would show in reporting as well as activities; and who ever access the account could see who worked on it. |
|
cventadmin Jan 14 |
see this as well: http://ideas.salesforce.com/article/show/100992/Assign_a_Primary_and_Secondry... |
|
alliforce Jan 22 |
What about assinging to a Queue, rather than a User? We would like the ability to have a task generated and pop on screen to indicate a New Case in Queue - that would be generated upon the arrival of a new case and thereby notify all members assigned to that Queue instantly. We do have a worflow with email notifcation in place, however the ability to have a message pop up on screen is what we desire. |
|
aperture Jan 30 |
I agree that sending a task to more than one person could pose a problem in confusing the assigned responsibility; however, the reason I want to task more than one individual on a specific task is for the purpose of copying a manager of the assignment. Currently, I am having to use the Send Email function instead of a task assignment. It works except that the task function offers a better responsibility directive. I added all the users as Contacts within the Corporation set up as an Account. Meanwhile, the 'mass create task app' is not useful to me. |
|
akell01152008 Feb 5 |
My vote goes for a Activities Queue, like for cases and leads |
|
kshuk-canonical Feb 14 |
I'm all for being able to queue tasks (well, all objects, for that matter) as well! |
|
bilbao Mar 3 |
We are strugling with this. We give a 24/360 support all around the globe (from US, Japan and Spain). Imagine how many people is involved!!!. We really need to assign tasks to queues. |
|
petersynchosoft Mar 3 |
We are an Appexchange partner that develops and markets a product called Workflow Optimizer providing on-demand workflow management. This requirement for assigning tasks could be easily and quickly configured using our application. WORKFLOW OPTIMIZER enables you to configure and execute powerful workflow, beyond what is possible in Salesforce today. You can build workflow that accesses multiple objects, runs multiple actions and has no setup limitations. Visit our Appexchange listing at https://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000004nB4oAAE our web-site is http://www.synchosoft.com/main.php?sync=pg&id=47 Regards synchosoft.com team |
|
mmalone13 Mar 5 |
We would also like to be able to assign tasks to queues. Currently we create a Help Desk ticket for each New Hire. The Help Desk team creates tasks and assigns them to individuals. Unfortunately sometimes the individual is out sick and the task sits there. We would like to be able to assign tasks to a queue so that anyone in the queue could pick up the task and assign it to themselves. |
|
mmalone13 Mar 5 |
I forgot to add that I realize that you can now assign tasks to multiple people and groups, but the queues already exist. Why make us recreate the queues as groups? |
|
tstewart42 Apr 9 |
We too have the need to assign a task to a queue. Cases quite often involve multiple internal team assistance and the team queues are already established and flowing quite nicely. Case ownership needs to stay with the individual who has customer contact, while internal support from other teams (tasks) could be handled by any memeber of that team (queue). |
|
Bio_Admin Apr 15 |
WE NEED IT NOW! |
|
AlexCRMmanager Apr 17 |
This idea should be marked as "Partially Delivered" so that people know that they CAN assign tasks to multiple people through Groups: http://blogs.salesforce.com/features/2007/10/group-tasks.html |
|
AlexCRMmanager Apr 17 |
This idea should be marked as "Partially Delivered" so that people know that they CAN assign tasks to multiple people through Groups: http://blogs.salesforce.com/features/2007/10/group-tasks.html |
|
goforcego Jun 21 |
Assigning tasks to a queue is a common requirement for sharing workload - when one of the person in a queue grabs the task, it belongs to them at that point. |
|
mg_cool Jun 29 |
Changed status to Large Enterprise Idea. |
Please log in to post a comment
last 100 promotions:
- kimberlyj
- CRMSystemAdmin
- ChrisMcL
- jason_thurgood
- sheikkila
- fjw
- arno
- chrisnoesfdc
- nanahg
- TravisB
- glossy
- RicciD
- iswinson
- freemank
- phil@firstchoiceconsultancy.co.uk
- tmiller02222008
- Klein
- Smitty
- SteveT
- timmcdonald
- cribis
- DoyleAtTSG
- angie.reese04222008
- JustinR
- narasimha_rao
- werewolf
- nr123
- heather_lister
- Justin_Prima
- joseph_ferraro
- jasonevans
- Jonathanbytheba
- Wimba
- ejones
- goforcego
- pedro_angulo
- MKPartners.com
- echampine
- adamideas
- georget
- Stefan
- batawk
- tvu007
- heatherwebster
- loris
- ajarosch@andersencorp.com
- juangomez
- davidsemones
- ludo75
- brad.riley11132007
- pkim04152008
- clearimage
- dbmadp
- ruth
- michelle26
- howard_huie
- andycott
- eino.laitinen10232007
- robot777
- robertcrav
- kristinabeeby
- scottcparker
- jrivard11022007
- eman
- jsmengel
- jbeck@VCS
- RallySupport
- cuatthetop
- tz
- paulrowe
- bdaadmin03252008
- chadr
- guillermosrs
- Kathryn
- amiotto68
- ChrissyJM
- Arod
- lynnievu
- leos337
- ericc
- Dee
- jereriahmanning
- davidj
- ashulman
- aronc
- spaxton03132008
- cpayne
- pierrelondon
- jwellington
- nyatax37
- EricG
- samantha
- carolinedc
- naiann11
- wendyi
- ssm2
- rmlaura
- Dougg
- mmalone13
- bilbao
recently demoted by:
- heatherp
POST IDEA
TOP USERS