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Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How to assign a Task to team.

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Posted on by

Hi all, 

I need to assign a task to my team . 

I created a task and click assign to my team. My team has all users added in them. 

But that task is not showing in each members My Task View in CRM.

please let me know how to achieve that. 

Thanks 

Leonard Francis

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  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello Leonard,

    "My Task View" view show tasks where owner is equals to current user and don't include teams to which user belongs. I would suggest to create separated view that will show tasks that belong to teams of current user. Unfortunately it is impossible to combine mentioned tasks in one view using customization.

  • Verified answer
    Community Member Profile Picture
    on at

    Hi Andrii Butenko,

    Thanks for the help.

    I created a seprate view for Tem in the Task .. So now every one is able to see the task if assigned to the team.

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