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Anthony Scatamacchia creating multiple tasks at once
Is it possible to mass create tasks? It is common for us to reach out to sales reps, throughout the globe, after an rfq is signed to update the accounts they are aligned to. Their effort is time sensitive so we wanted to use milestones to assign them tasks.
essentially it route to a specific rep and say:
call account x(unique for that user)
all other task fields would be similar
The effort seems too cumbersome to create one task at a time. Any ideas?
Also, can a workflow be added to late tasks to escalate to their manager?
We do have an appexchange App called Mass Task Create & Assign : https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003INouEAG which should fit your need(read the description and seems a good fit)
You can create a workflow on tasks to send an email to the manager if the task is open after the due date:
To know more, read the following :http://ap1.salesforce.com/help/doc/en/creating_workflow_rules.htm
Hope this helps!