Assign Task to multiple users

SuiteCRM Forum - English Language Developer Collaboration
1

How do I assign a task to random 2 or more users (who can be in different security groups) ?

2

I’ll mention a use case scenario which will clarify the question a bit. For example, if I (administrator) have to assign a task ‘Dispatch Goods’ to 3 users in three different locations and in different security groups how do I do that?

3

Hi sid,

You cannot assign a task to multiple users. You can however assign a task to multiple groups.

Thanks,

Will.

4

Thanks Will.

5

Hi Will,
Please how can I assign a Task to Group?

When I open an Account, and click on assign to, there is no way to select group.

6

It’ll be on the detail view after you save the task in the Security Groups subpanel. You can select which groups to add there.

7

Hi folks

This is probably NOT the behaviour that you want to set up. A Task by definition should have an owner / assignee, even in the case of accept or reject the task MUST remain the responsibility of a single person.
Otherwise, who of the 3 assigned people is going to take it, and who do you hold responsible for its delivery.

I can see and would accept a case for task assignment to a group, but these should not be critical or time bound.

In the use case you provided, it sounds like you have 3 depots, and in this case you want 3 tasks one assigned to each depot.

Hope this is useful

1 Like
8

Thanks for the insight. I now see the reason for restriction to single person.

9

Well, I have a similar issue:
We have two employees (two users), who are in charge for the equipment maintenance (one function).
As the employees can change, I would like to assign accounts or contacts or tasks and equipments, etc. to the function and not to the person.
any suggestions for that?

10

it sounds like a very simple case - (maybe I am missing something?

Create a new user ‘Mr_ToBeDone’- for tasks for the two people - ‘whilst they are not worked on yet’

let all 3 users, see each other’s Tasks.

So the 2 humans can see the Tasks for user Mr_ToBeDone - when they grab a task, they then change ownership to themselves.

11

To add icing on the cake - create a Saved Filter for them: which finds Tasks for both:

  • the user themselves
  • Mr ToBeDone