The creation flow takes 30 seconds once Assign To Multiple Users is checked. Plan the assignee list and the subject template before kicking off the bulk creation.
- Open the New Task modal
From a record page or the global actions, click New Task. The standard create modal opens.
- Check Assign To Multiple Users
The checkbox sits on the Task modal next to the Assigned To field. Checking it changes the picker.
- Pick assignees
Select users, queues, public groups, role members, or role-and-subordinates. Each selection expands into the count of individual users; visible above the picker.
- Fill in subject and due date
Set the Subject (this appears on every copy), the Due Date (same on all copies), and the Related To (parent record).
- Save
Salesforce creates one Task per assignee. A confirmation message shows the total count of tasks created.
- Track completion via report
Build a report on Task filtered by Subject and Activity Date to see how many of the assigned users have completed their copy.
User-visible task title; repeated on every assignee''s copy.
The picker that drives the multi-user expansion.
Shared across all copies; defaults to today if not set.
The parent record (Account, Contact, Opportunity, etc.) referenced from each copy.
- Assigning to large groups creates many Task records. A 500-user group creates 500 rows in one save; plan storage and counts accordingly.
- Salesforce creates one Task per assignee. Updates to one row do not propagate to the others; managers tracking completion must query rolling up by subject and date.
- Person Accounts can be assignees in some configurations, which adds noise. Verify the picker filter to exclude Person Accounts when assigning to internal users only.
- Adding a custom Group Task Identifier field on Task is the cleanest way to report on group-task completion. Salesforce does not ship one by default.