Assign tasks directly to functional user groups to streamline team workflows, establish shared accountability, and automate due date notifications across departmental teams.
Directing task assignments to functional user groups like Tax or Finance creates shared visibility across team members. Automated email notifications inform all users within the assigned group of upcoming deadlines, reducing reliance on individual task assignees and keeping departmental priorities on track.
Overview
The group task assignment feature lets you delegate tasks to multi-user access groups instead of restricting assignments to individual user profiles. Assigning a task to a user group triggers automated email alerts for upcoming due dates to every user profile registered within that group.
Availability: Customers on the Professional and Enterprise plans.
Assign a Task to a User Group
Navigate to Tasks from the left navigation bar
Select an existing task or click + New
Click the Assignee field to open the assignee selection dropdown
Enter the target User Group name into the search field, such as Tax or Finance
Select the target group, noting the multi-user icon distinguishing group records from single-user profiles
Configure the target Due Date and Reminder notifications
Click Save to save the task entry
Additional Important Notes / Tips
Note:
Assigning a task to a user group sends automated email alerts to every user profile registered within that access group when due date reminders trigger
In the Assignees dropdown, user groups display a multi-profile icon while individual users display a single-profile icon