Scheduling Options panel

Use this area to create linked tasks for each record in the list of search results.

This area is available when you create a new task from the list of search results after searching for Companies, People, Cases, Leads, or Opportunities.

Field

Description

Number Per Day

Specify the number of tasks to create per each day.

Broker Rule

Allows you to assign the tasks to users or a team.
You can select one of the following:

  • Round Robin. Assigns the specified number of tasks to each user in the User option.
  • Queue. Assigns the specified number of tasks to the team selected in the Team option. The tasks can then be manually distributed between team members.
For more information about the User and Team options, see Scheduling panel.
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
  • Sat
  • Sun

Select the days of week when you want to create tasks.