NextGen Knowledge Center

Select Task Recipients for New Task trigger

When you execute an Add New Task trigger, the Select Task Recipients window may open, enabling you to select one or more users or workgroups to assign the task to.
The Available Users/Workgroups pane contains folders for Favorites, Workgroups, and All Users.
  1. From the Priority list, select one of the following:
    • High
    • Normal
    • Low (default)
  2. To assign the task to users under Favorites, do one of the following:
    • To assign the task to all favorite users, select the Favorites folder, and then select Add .
    • Expand the Favorites folder, and select each user to be assigned the task.
    • Select Add.
    Your selections are added to the Task Recipients pane.
  3. To assign the task to users, do one of the following:
    • To assign the task to all users, select the All Users folder, and select Add.
    • Expand the All Users folder, and select each user to be assigned the task.
    • Select Add.
    Your selections are added to the Task Recipients pane.
  4. To assign the task to users in a workgroup, do one of the following:
    • To assign the task to all users in a workgroup, expand the Workgroups folder, select the workgroup, and select Add.
    • Expand the Workgroups folder, expand a workgroup and select each user to be assigned the task, and then select Add.
    Your selections are added to the Task Recipients pane.
  5. To clear your selections, select Clear.
  6. To remove one or more users or workgroups or favorites from the Task Recipients pane, do the following:
    1. Select the user(s) or workgroup(s) or favorite(s).
      You can select SHIFT to select multiple, adjacent recipients, or select CTRL to select multiple, non-adjacent recipients.
    2. Select Remove.
  7. When you have selected all task recipients, select OK.