Create & Manage Task Groups

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Task Groups allow you to assign multiple tasks to a specific group of app users.

Create Task Groups

  1. Sign in to your site

  2. Expand the Scheduled Tasks menu and select GroupsScheduled Tasks menu expanded with Groups selected in sub-menu.

  3. Click the green plus sign in the bottom right corner Scheduled Tasks menu expanded with Groups selected in sub-menu.

  4. Add a Group NameGroup Name field.

  5. Select the Available Tasks for the group Available Tasks drop-down.

  6. Click SaveSave button in the bottom right corner of the groups pop-up.

  7. Click Add Instance next to the group Add group instance icon in the top right corner of a group section.

  8. Enter a Label for the instance and click SaveInstance label and save button.

  9. You can now add task groups to an app which allows you to assign the tasks in that group to all users of the app Available Task Groups list.

Delete Task Groups

Note: You must delete all of the instances within a group before you can delete the group.

  1. Sign in to your site

  2. Expand the Scheduled Tasks menu and select GroupsScheduled Tasks menu expanded with Groups selected in sub-menu.

  3. Click the Delete Group (trashcan) icon Delete Group.

  4. Click Delete on the pop-up that says Are you sure you want to delete Group: Name?Delete Group Confirmation.

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