How do you create a community role?

How do you create a community role?

Communities can support up to 3 customer roles. You can configure the number of roles by going to SETUP -> Feature Settings -> Communities -> Communities Settings -> Community Role and User Settings | Number of Customer Roles.

Can tasks be assigned to groups?

You can assign new Tasks to multiple people, groups, and queues in Lightning Experience from Task tab, Activity History, or Open Activities related lists.

How do I assign a role to a community user in Salesforce?

Set Custom Site Roles

1. From Setup, enter Digital Experiences in the Quick Find box, then select All Sites. Click Workspaces for the site you’d like to access.
2. Under Administration, click Members.
3. Under Site Role, select Custom.
4. Enter the new name you want to use instead of the role name.
5. Click Save.

Can a task be assigned to a group in Salesforce?

The salesforce doesn’t provide features to assign a task to Group when creating Task from the opportunity>Activity>New Task. You can only assign a task to Group when you create a new task from the Task Object.

Can you assign a task to another person?

From here it can be assigned to another person without them being made a member of the Planner group. When the assigned person completes the task, this rolls up to Planner to show it as complete there.

How to add the Tasks app to teams?

Get notifications about Planner tasks Add the Tasks app There are several ways to add an app to Microsoft Teams. For now, the Tasks app will be called “Tasks by Planner and To Do”, so type Tasks in the search bar and then select the tile that says Tasks by Planner and To Do.

How to assign tasks to non-group members?

You can assign the task as normal in Planner to, e.g. a manager who is a member of the Plan, or yourself. The new integration means that you can then also see the task in ToDo and, crucially, Outlook Tasks.

How do I add a task to my task list?

To select the name from a list, click the To button. In the Subject box, type a name for the task. Select the Due date and the Status options that you want. Select or clear the Keep an updated copy of this task on my task list check box and the Send me a status report when this task is complete check box.