Single User Assignment: To assign the task to another user, enter a user’s name, or select a user with the lookup icon.
Multiple User Assignment: You can create a task so that up to 100 users are each assigned an independent copy of the task.
Activities Tab
- OR - Open Activities Related List
New Task Creation Page
By default, the task is assigned to the creator.
Change Assigned to Field
To assign the task to another user:
1. Enter a user’s name
OR
2. Select a user with the lookup icon (see next Step 'Lookup a User')
Lookup a Single User
- Type a Name in Search
- Click Go
- Click on the FULL NAME of the Correct Result
Lookup Multiple Users
- Choose Multiple Users Tab in Lookup
- Choose 'Search' Drop down menu option (Arrow shows how you can select what type of group or groups of users to display results from)
- Alternately, type in 'For:' and click Find to see a specific result
- Choose from Available Members
- Add or Remove chosen results from Available Members to Selected members sections
- See Selected Members
- Click Done when you have chosen all the members you desire
New Task for Multiple Users
See the Assigned to: field now has multiple members in it.
And the arrow shows how many tasks are going to be created from this one Task Assignment process.
Finish Completing Task
Fill in the rest of the Task information and Save.