Definition
A Salesforce task that is assigned to multiple users simultaneously, creating individual task instances for each assignee so that a team of people can each track their completion of the same activity.
Real-World Example
a business analyst at Clearwater Inc. uses Group Task to improve how the organization tracks relationships and interactions. By setting up Group Task properly, the team gains better visibility into their customer base, which leads to more informed decisions and stronger customer relationships across the board.
Why Group Task Matters
A Group Task in Salesforce is a task that is assigned to multiple users simultaneously. When you create a group task and assign it to several users, Salesforce creates individual task instances for each assignee, so each person sees their own copy in their task list and tracks completion independently. This is different from assigning a single task to a queue (which is shared) or to one user at a time.
Group tasks are useful when the same activity needs to be performed by multiple people: a manager wanting all reps to follow up with a specific customer set, an admin needing the entire support team to acknowledge a policy change, or a project lead distributing similar work to multiple team members. Each assignee tracks their own completion, giving managers visibility into who has and hasn't done the work. Group tasks differ from team-level tasks in queues, where the work is shared rather than duplicated.
How Organizations Use Group Task
- •Cobalt Ventures — Creates group tasks when sales managers need every rep to call a specific list of customers. Each rep gets their own task instance to track.
- •NovaScale — Uses group tasks for compliance acknowledgments where each user must individually mark their own task complete to confirm they reviewed the policy.
- •BrightEdge Solutions — Distinguishes between group tasks (each person does their own copy) and queue tasks (shared work) when designing task workflows.