Assign a task to a Team
gathering votes
C
Colton Hogg
I would like to be able to send a phone, email, or video task to a group of employees that are assigned to a team or multiple teams. For example, I do a customer mining list for UnSold Leads and want to send a phone task to the sales managers to reach out.
Shawn Goebel
gathering votes
Shawn Goebel
Colton Hogg Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Thank you for posting, Colton Hogg! I have a few more questions for you:
- Can you provide more details on how you envision the task distribution among the team members? Should it be automatic or manually assigned by a manager?
- What happens if a task assigned to a group is not completed? Should there be a system to track and notify the responsible team or manager?
- Would you like to have the ability to track the progress of these tasks assigned to a team or multiple teams?
C
Colton Hogg
Shelby Parker
Thanks for the speedy response.
- I would like it to be a manual process. If possible, it would be great to be able to establish teams based off job category and/or use the teams built in the employee management system.
- Yes, a monintoring system to evaluate the number of completed tasks from the task would be great.
If there is a notification set up, that would be a nice touch bit not a necessity.
- Yes, i think this falls under the 2nd answer as well but having the ability to track how "X Teams" members are doing on completing a task compared to how "Y Team" is doing.
I can certainly build out "project requirements" if that would help. I dont necessarily understand the back end set up of Drivecentric but could provide some additional details.
Thanks again!