Creating a group task

1. Click My CRM | Groups.
2. Click the link of the group for which you want to create the task and click New task.
3. Enter values in the Task fields.
4. Select Internal Actions in Parent Category Selection to create a child category when the task is performed. You can use the category to generate reports and to create a new group for follow-up actions. For more information, see Groups in the System Administrator Help.
5. Click Save. The task record is displayed in the calendar of the person who created the task and contains a link to each person or company in the group. The task also appears on the Communications tab of every group member.