Bulk assign one task
We have a task that needs to be assigned to everyone in my business (roughly 65 people). Is there a way to bulk assign them versus having to go through and click/type out each name?
We have User Groups set up, but when I type the name into the assignee portion, it doesn't populate the name.
TYIA!
Haley Kundysek - I don't believe it's possible to assign tasks to groups. Although I'd like that feature as well.
To make this a little easier, (if all tasks are in 1 folder), you can assign all the people to 1 task and then use the new table view to bulk assign the rest. Here's the help article for assigning tasks. Or if this is a recurring task either use a blueprint (assign the blueprint to everyone) or an automation (trigger, assign tasks to your list of people) to make it so you only have to do this once.
Hi Haley Kundysek,
you can assign task to "My Team" or other group you need.
Then by automation you can trigger, each time a task has assigned to "My Team" then assign to and you can select all people you need.
I'd say it's always a bad idea to assign a task to many users. What do you want to achive by doing so? Who should mark the task as completed when it's done?
Florian Kislich What would be the easiest way to make one task and duplicate it for everyone? We usually would just have everyone un-assign themselves when they were done since these tasks wouldn't be tracked for metrics/reporting.
Hi Haley,
well, I wish there would be a smart solution...
I raised a product request regarding this issue some years ago: Duplicate a task to a whole group of users – Wrike Help Center
I described also a (quite bad) workaround in the comments below.
Please vote for my suggestion if you like it - and don't give up hope! :D
Florian
Florian Kislich - I upvoted your suggestion. I can see that being really helpful for training or other tasks that the entire company needs to do. Most of these we do in our current HRIS system, but I like the idea.
Mike Fank
Thank you. Could you explain your use case here? I was wondering if my suggestion wouldn't be helpful for you also.
Florian
Training and onboarding. If we need to train a group of people, it would be useful to have the ability to assign the same task to an entire group of people.
Mike Fank That's exactly what my suggestion was meant for. But it could also be used for other tasks a whole group has to do, for example read and agree with new data privacy policies.
Haley Kundysek Unassigning from a task if one has done his to do might be a bad solution for controlling. If it's a necessary task for everyone to do (e.g. attending an emergency training) it's better to see who has completed it. If such a task would be duplicated for every user, it would also be possible to change du dates and statuses individually afterwards.