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Assign tasks to multiple users on multiple list items at once

  • April 24, 2019
  • 2 replies
  • 24 views

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I have a manager that has several tasks that need to go out to his team throughout the year. He has annual, semi-annual, quarterly and 5yr tasks. He also wants to send a reminder 30 or 60 days before depending on the task. My plan was to create and schedule site workflow for each frequency (Annual/30 day reminder, Annual/60 day reminder, ect), to check the lists of tasks each month and if it meets the criteria, then send a reminder email w/task to the specified recipients for that task.

 

I created a Query action and attempted using a For Each loop collecting all the data I need from the list item, then assigning a task for each item within the loop. Of course, it only works in serial. I need it to loop through the list and assign a task for each item that meets the criteria for the frequency (Annual/30 day reminder, as an example). Again, each task item my have different recipients that need to receive tasks. Is there a way to assign tasks for each item to the specified recipients at once instead of having to wait until the first item in the collection index is complete? Thanks in advance!

2 replies

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  • Scholar
  • April 24, 2019

create a list workflow that will create/assign task(s) for a given item.

within the site workflow just identify which items are on due and stort on them the list workflow from it

 

 


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  • Author
  • April 24, 2019
Ok thanks! I'll attempt to configure it that way and post if I run into another snag.