Assigning Multiple Users to Tasks
Overview
Okay, so we all know that our Softrip calendar can be so much more than just the screen you will see once you log into the application, right?
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Cool. We're going to assume that all of you nodded your head yes and take just a few seconds to quickly highlight how quick and easy it is to assign one task to multiple individuals within your organization. And, if you didn't know, check out our how creating tasks can help you article!
(But what if I said no?)
Don't worry, just check out the Calendar/Home article to view some of the cool features that our calendar/homepage offers you.
Why you would use this?
Before we get into the "how," let's get into the "why." Take the following scenario into consideration:
Example
Mr. Softrip User works at a smaller sized tour operator. Sometimes, this means a handful of individuals wearing multiple hats in order to get stuff done.
Mr. Softrip User decides there is an announcement he wants to post on the Softrip message board; however, he wants to make sure that everyone reads this message. Not only does he want to assign this task to all his entire staff, but he also wants the ability to view the progress of this task.
This can easily be solved by assigning the task to all users in the Calendar/homepage. By handling this scenario within the Softrip application and taking advantage of the Calendar/homepage, you can even review open and closed tasks on the calendar's of the rest of the staff within your organization.
Click on the plus next to appropriate date for the task.
Fill in the appropriate details on the task including adding task details, selecting the date and time the task should take place on and more.
Select the "assign users" tab.
Click "select all."
Click "create."
