Assigning Tasks to Queues

    There may be instances where several members of a team work together to share the workload. As such, you may not necessarily want to assign the task to specific team member. Inspire Planner allows you to assign tasks to a queue and members of the queue can then pick up a task.

     

    Queues allow groups of users to manage a shared workload more effectively. Queues are like holding areas where tasks can sit until a user picks them up. 

     

    This help article will walk you through how to set up queues in Salesforce and how to assign tasks to a queue.

     

    Create a Queue

    In order for you to be able to assign tasks to a queue, you would first need to create queues. This section will walk you through how to create queues in Salesforce.

     

    1. Click on the Gear Icon at the top right corner and go to Setup.


       
    2. Enter "queues" in the Quick Find box and click on Queues.


       
    3. Click on New.


       
    4. Populate the information below.



      1. Label (Required) - enter the name of the queue. The Queue Name will automatically populate when you move your cursor away from the Label.

      2. Queue Email (optional) - you can choose to have an email notification sent to the email address you enter in this field.

      3. Send Email to Members (optional) - check this box if you would like an email notification sent to the members of this queue. 

      4. Supported Objects - select Task from the list of Available Objects.

      5. Queue Members - you will need to select the users that are to be members of the queue.

      Once you've populated all the information for the queue, click on Save.

     

    Assign Tasks to a Queue

    Once you've created Queues, you can now assign tasks to them. This section will walk you through how to assign tasks to a Queue. You can choose to manually assign tasks to a queue or use the auto task assignment based on Role.
     

    Manually Assigning Tasks to a Queue
     

    1. Double click on the Assigned To cell and click on the search icon.


       
    2. Select Queue as the filter, enter the name of the queue and click on Search.


       
    3. Select the queue and click on Assign Task.


       
    4. Click on Close.



      The Task is now assigned to the queue you selected.


       

    Auto Assign Tasks to a Queue Based on Role

    This section will walk you through how to automatically assign tasks to a queue based on Roles. Please note that you must first define the Role for each of the Tasks within your Project. Once you've specified the Roles for each Task, follow the steps below.

     

    1. From the Project UI, click on the View Project Detail Icon within the Project Toolbar.


       
    2. Go to the Related Tab and look for Project Teams. The click on New.


       
    3. Enter the queue name in the Queue Name field and specify the Role. Then click on Save.



      Tasks within the Project with the same Role should now be assigned to the Queue you specified.


    Tags

    AdministrationProject Task Assignment

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