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Create Tasks in Bulk for Multiple People in Salesforce Classic

Create Tasks in Bulk for Multiple People in Salesforce Classic

Assign up to 100 coworkers an independent copy of the same task. For example, you can create a task “Submit your expense reports” with the appropriate due date and assign it to a team of account executives.

Required Editions

Available in Salesforce Classic
Available in: All Editions
User Permissions Needed
To create tasks: Edit Tasks

You can add multiple assignees only when creating a task. You can’t add assignees to an existing task.

  1. On the New Task page, click the lookup icon (Lookup icon) next to the Assigned To field.
  2. In the lookup window, select the Multiple Users tab.
  3. Add up to 100 people (including members of groups) to Selected Members.
    Tip
    Tip Personal groups are a convenient way to organize users into groups that are meaningful to you. For details, see Creating and Editing Groups.
  4. Click Done.
    The New Task page displays your selections and the total number of tasks next to the Assigned To field.
  5. Save the task.
    You’ve now assigned copies of the task to the coworkers you selected. Coworkers can edit, reassign, or delete their individual tasks.