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Question

Assign Multiple Tasks to 3 different people at once

  • May 18, 2024
  • 1 reply
  • 18 views
Harborside Chapel

Hello community! 

I’m in the process of building a workflow and one thing I’d like to do (and not sure if it’s possible) is at a point in our workflow, can I assign 3 different tasks to 3 different people at the same time? For example, 3 months before the project date, I need one team member to assign the coordinator to the wedding and I need another team member to assign the pastor to the wedding. I’d like to set a task for each of them to do this. Can I do this? And if I can, will it not move on to the next stage until both of them complete it? I’m new to all this and it’s all still a learning curve for me so excuse me if this is a simple/silly question. 

 

Thank you so much in advance! 

1 reply

Elinor Shulman
HoneyBook Employee
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  • Elinor ShulmanHoneyBook Employee
  • HoneyBook Employee
  • August 13, 2024

Hello! Elinor from HoneyBook here. 😁

Thanks for your question and apologies for taking us long to get to it.

You can absolutely set up 3 different tasks and assign them to 3 different team members at the same time using our Automations feature. However, please note that tasks can only be assigned to team members who were added as participants in your projects. You can set up an Automation that will trigger a certain amount of time prior to your project’s date, create 3 tasks and assign them to your project’s team members.

Unfortunately, it’s not possible to correlate the completion of all 3 tasks with the stage of the project. If you add an additional “Move pipeline stage” step to your automation, that can only rely on the completion of the one step before this one, meaning only 1 task.

Hope I was able to help, and let us know if you have any further questions.

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