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. You can turn on:
        • Skip on blank assignees: If the module line item contains no assignees, this step is skipped and the workflow continues.
        • Jump to approval: When a group task is configured to use an approval, the task that gets created is given two parts – a task part and an approval part. Selecting this option means that when the task runs, it bypasses the task part and jumps straight to the approval part. If, however, the approver wants to send the task back for re-work, then the task part is activated, and the loop can take place.
        • Bulk notify assignees: Users who are assigned multiple subtasks as part of a group task can now be set to receive a single notification containing multiple calls-to-action, rather than multiple emails.
      • 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.