If your practice has a group of individuals who consistently receive the same tasks simultaneously, you may create a user group with that group.
1. You will be able to add user groups through the Staff Member management page. To access this page, mouse over Account and select Staff Members.
2. To add a user group, select the Groups tab and click + New Group.
3. Name your group, select the members, and Save.
4. Once your user group is created, once you assign a new task, you will have the option to select your new group. When you select this group, your task will be assigned to all members of your group.
