Ability to duplicate the schedule for multiple users
Brendan Lucas
Example for a Start of Day Task
- Check Inbox
- Check Calendar
- Review Slack
etc.. The way to do it now would be to add 12 different schedules for 12 staff, but it would be good to multi-select staff and then 12 tasks are assigned.
Another example might be training / client meetings that require multiple staff to attend.
XBert has
Autopilot
Merged in a post:
Automation for multiple staff members
Kate Lazatin
There are tasks that are the same across staff members for the same client. Currently, automation only allows one task created for each staff member. You have to repeat the process again for another staff member even if it's the same task.
Is there any way where we can do an automation that assigns a task each of the same template for multiple staff members without having to repeat the process xxx amount of times?