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Create a user group for tasks

A
Written by Antoine Larsen
Updated over 2 months ago

To create a Task Group, follow the step below:

  1. Enter the User Groups Program.

  2. Click on the Task Group description line which is highlighted in blue.

  3. Click on NEW.

  4. Enter the name of the Task Group you want to create in the field at the bottom of the screen and click SAVE.

  5. You will be prompted to answer a question, "Do you want to apply the new group to all Proclaim users?" Click no if you want to create a bespoke list.

  6. Click the USERS tab button and the UPDATE.

  7. Highlight users, one at a time, you want to include in the group and click on the relevant arrow to move them in or out of the group.

  8. Click SAVE.

  9. Exit the program.

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