Group Task
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.
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.
In plain English
“A Group Task is a task assigned to multiple users at once. Salesforce creates an individual task instance for each assignee, so each person can track their own completion of the same activity. Useful when several people need to do the same thing.”
Worked example
A project lead at Bayline Construction creates a Group Task during project kickoff: "Complete the new-hire safety walkthrough by Friday" assigned to the seven members of the South Site crew. Salesforce creates seven individual task instances - one per user - so each crew member sees it on their own task list and can mark their own copy complete independently. The project lead tracks completion by running a report filtered to the task's shared record-group identifier; five crew members finish on time, two are flagged for follow-up.
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
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.
Uses group tasks for compliance acknowledgments where each user must individually mark their own task complete to confirm they reviewed the policy.
Distinguishes between group tasks (each person does their own copy) and queue tasks (shared work) when designing task workflows.
Test your knowledge
Q1. What is a Group Task?
Q2. How do group tasks differ from queue tasks?
Q3. When should you use group tasks?
Discussion
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