As a Workflow owner, you can create tasks, and assign them to a group of users in your organization.

The source model must contain a list of user names, or a module with a line item for user names.

Note: You can create these tasks directly from a board or worksheet page, or from the Task Inbox screen.

To create a group task from a page:

  1. Open the worksheet or board.
  2. Select Create task from the options bar at the top-left of the page.
  3. In the Create a task dialog, select Group task.
    1. Enter a title and a set of instructions for your task. Then select Next.
    2. Select how you want to pick assignee names. You can:
      • Select assignees from the Assign to dropdown. This dropdown only displays users who have a role in the model on which the page is based.
      • Select a line item, from the source model, that contains user names.
      • Assign the task based on a particular model. To enter a user, select the name from the Assign to dropdown. This dropdown only displays users who have a role in the model on which the page is based. Then select Next.
    3. Select whether the task has a due date or not. If so, you must enter a day and time by which the task must be completed. If convenient, specify the time zone in which this happens. The default value for the time zone is your own time zone.
    4. Select Create task to finish the creation.

To create a group task from the Task Inbox:

  1. Select the Create dropdown and choose the Task option.
  2. In the Create a task dialog, select Group task.
    1. Enter a title and a set of instructions for your task. Then select Next.
    2. Select a page for your task. This page is where the task assignee carries out the instructions. Then select Next.
    3. Select a user from the Assign to dropdown. This dropdown only displays users who have a role in the model on which the page is based. Then select Next.
    4. Select whether the task has a due date or not. If so, you must enter a day and time by which the task must be completed. If convenient, specify the time zone in which this happens. The default value for the time zone is your own time zone.
    5. Select Create task to finish the creation.

The task assignee receives email and Anaplan notifications for the pending task. They can access it via the Task Inbox or by selecting the notification.