assigning tasks, meetings to a team

[AChesney]

I have 2 related questions.

1. I have a QA team. I would like to task the team so that the task shows on each of their task dashlets. Creating tasks seems to only allow the Assigned To to be a contact. How do I assign a task to a team?

2. I have an IT team. I would like to add calendar entries for the team, not just an individual. Also, I cannot add entries to someone else's calendar. How do I create a team calendar and add entries to it?

Any assistance is greatly appreciated!

Amy

[roblaus]

Do you use Professional or CE?

[AChesney]

We are using 5.1.0 Professional.

[hubcrm]

You should be able to assign tasks in Pro to a user and team. You can then configure the dashlet to only show tasks for the team. Click on the pencil on the dashlet and play around.

The shared calendar isn't ideal in Sugar but you can view other users calendars on a week view. Click on shared in the Calendar and then click on Edit on the next line down. You should then be able to select users etc There isn't really a concept of a team calendar as far as I am aware. You could logically create a user to represent a shared calendar for a team but it also breaks the subscription agreement to have generic users like that.

[AChesney]

When I create a task from a case, there is a team option, but I thought this had to do with visibility. If I set the team to QA, will other people be able to see the task? Also, the "Assigned To" select list is from Users. When I create a task from the Activities module, the "Assigned To" select list is from Contacts.

[hubcrm]

So yes team is about visibility but it is obviously grouped. If you assign to the team QA then only users in that team will see it.