Here is how to create a Group Task in Lightning Experience so one task reaches several people at once, with each recipient getting their own copy.
- Open the New Task screen
Click New Task from the Task tab, or from the Open Activities or Activity History related list on a record. Avoid the compact New Task action in the Activity Timeline, since it does not show the group picker.
- Clear the default owner
The Assigned To field starts with you as the owner. Remove yourself so the field opens up to accept multiple recipients.
- Choose People, Groups, or Queues
Switch the Assigned To control to People, Groups, or Queues and search for the recipients. Public groups are the usual choice because they bundle a reusable set of users.
- Fill in the task details and save
Enter the Subject, Due Date, Related To, and any Comments. Click Save and Salesforce writes one independent Task record for each selected user.
The recipients. Clear the default owner, then select People, a public Group, or a Queue. This selection is what gets expanded into one task per user.
What the task is. Because there is no native group-task ID, a clear and stable Subject doubles as your reporting key across all the copies.
The starting state, normally Open or Not Started. Each recipient's copy carries its own Status and is completed independently.
- The group option is creation-only. You cannot edit an existing task later to add more people, groups, or queues.
- The quick New Task action in the Activity Timeline hides the group picker, so use the Task tab or a related list instead.
- Closing one person's copy does not close the others. There is no single completion state for the whole group.
- Assigning to a large public group writes one row per member, which adds to Task storage and clutters many users' task lists.