12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!

Hi Courtney, I'd love to know what's possible with allocating workflow to user groups rather than users or roles.  Our CSMs work for specific advisers so it is fairly simple for their tasks to assign based on roles for clients.  However, for our workflows like advice preparation and OFA renewal the task is not allocated by adviser, but generally shared out amongst 1-3 specific people depending on their current workload.  If you assign tasks in a thread template to a user group instead of a role or person do those tasks appear in the to do list for all members of the group?  If so, if they are then 'allocated' a specific member of the group can the rest of the group have easy oversight over all the relevant tasks so they can take over time relevant tasks if the other user is away for a day or more?