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.
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.
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.
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.