You can now assign tasks to entire user groups. All group members receive the task and, depending on the participation type you choose, one or more members will be responsible for completing it.
What do you need before getting started?
At least one user group created in DataScope.
At least one form available to assign.
📌 How to create a group task
From the left-hand menu, open the Tasks Assignments module.
Click + New Task.
➡️ In the Task Information section
Under Users, click + Add users.
In the panel that opens, select User Groups.
Search for the group by name or scroll through the list. Select the checkbox next to the group (or groups) you want to assign. Each group displays the number of members.
Click Close to confirm your selection. The selected groups will appear as tags in the Users field.
Under Forms, click + Select forms and choose the form that should be completed.
Optionally, fill in the following fields: Location, Asset, Description, Tasks to perform.
➡️ In the Date & Time section
Set the task date and time. Under Schedule task notification, choose when assignees should be notified:
Send now
At the task start
1 day before
3 days before
1 week before
15 days before
1 month before
➡️ In the Participation Type section
Choose how group members will complete the task.
Mandatory: every member of the group must complete the task.
Optional: each member can choose to accept or decline the task.
Only one response per group: the first member who accepts the task will complete it on behalf of the entire group. This option is useful when only one response is needed, regardless of which member submits it.
Select the participation type and click Create.
📌 What happens after creating a group task?
All group members receive an email and an in-app notification with the subject "You have a new group task", including the name of the person who assigned it, the start date, due date, and location.
The email also includes a Go to task button so users can access the task directly.
From the Assigned Tasks list, you can open the group task details to view each member's progress and the task statistics dashboard.
📌 Import, export, and Google Sheets integration
If you use bulk import or export for Assigned Tasks (or Task Schedules), two new columns are now available in the templates:
Assignment Type: indicates whether the task is Individual or Group.
Group Name: complete this field only when the assignment type is Group, using the corresponding group name.
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