How do I assign tasks to multiple people?

To assign tasks to multiple users:

  1. Add a Person field to your form. Set Selection Type to Multiple and Style to Checkboxes.
    Adding the Person field and selecting checkboxes as the type

  2. Select the correct source form under Look Up People From.
    Select the Employee List as the Lookup source form.

  3. Include the right people by setting appropriate conditions.
    Include choices where Active is Yes.

  4. Save your form.

  5. Go into the Workflow section and edit the role that you would like to assign multiple users to. In the drop-down menu under Share With, select the Person field you just created, then click Save.
    Share entries with the Accounting Role.

  6. Save your form, then go to your Entries.

  7. Create a new Task View assigned to the Accounting role.
    Create a new Task View assigned to the Accounting role.

  8. Under the Filter option, select Shared With Current User to only show entries shared with the Accounting role in the appropriate entry status (ex: Approved).
    Select Shared With Current User to only show entries shared with the Accounting role.

  9. Hit Apply and then save your changes to this view.

Learn more about Workflow Tasks.