Create Task for Group

Use Create Task for Group to prompt the user to select a group and schedule a task as part of the workflow process. You typically use this action with rules associated with wave items in the Campaign Management module. For example, this action allows the user or campaign manager to set up an outbound telemarketing action for a list of prospects.

The table below describes Create Task for Group fields on the Workflow Action Details screen.


Field	Description
Type	The action to be performed.
Get Group From	A prefiltered list of groups. For example, WaIt_Groups, displays only those groups linked to the current Campaign Wave Item.
Attribute	The attribute of the button on the screen. Select Hidden to automatically execute the action with predefined values without displaying it to the user.
Label for new task	The label that's attached to the task. You can use it in JavaScript conditions on future workflow rules to test the values of fields on the communication. For example, Display the Closed workflow rule when Status of related communication labeled "XYZ" is Complete.
Order	The order of the field on the screen for this workflow rule. Set the order of a field to move it to a different position on the screen and use New Line to move the field to a different line.
Exclude Previous Recipients	Displays the Exclude Previous Recipients checkbox on the workflow progress screen. If the user selects this checkbox, the new task is scheduled only for people who meet the group criteria and who've not yet had a task created for them.
Action	The type of action. For example, Phone Out.
Subject	Subject of the action. For example, Customer Service Call. You can use ## symbols to add information about the related entity. For example, Customer Service Call for opportunity #oppo_opportunityid# closed on #oppo_closed#, displays the opportunity ID and the Date/Time the opportunity was closed. For more information, see Using the ## and # symbols. You should use a unique subject to make it easy for users to differentiate a large number of similar records in a list in Sage CRM or in Outlook, if you're using Exchange Integration.
Details	The task details.
Status	The status of the task.
Priority	The priority of the task.
Private	Specifies that the task is private. A private task is not displayed in the Team calendar.
Created By	The user who created the task. This is the current user.
Created Date	The date on which the task is created. This is the current date.
Percentage Complete	The percentage of the task that's completed. The user enters this value.
Completed Time	The percentage of time allocated to the task that's completed. The user enters this value.
User	The user assigned to the task. If this is blank, the user in Get Default User From is used.
Onscreen Reminder	Displays an onscreen reminder notification to the user assigned to the task.
Reminder	The time before the task at which a reminder is sent.
Send Reminder Message	Sends a reminder to the user assigned to the task. Reminder formats and priorities are set up in the user’s Reminder Preferences.
Team	The team assigned to the task.
Current Time Offset	The number of minutes between the time at which the action is executed and the time at which the action is recorded. This is useful if users are working in a different time zone to the current time zone.