Teams as responsible for activities – delegating to a team

If an activity with a team as the Responsible is created, the team should be replaced by an internal person in the next step. If the activity has been delegated, this is evoked by changing its status to Accepted. If, however, the activity was created as a standard activity from a process, it is not delega­ted. One can only replace the team by manually changing the responsible. Therefore, the selection list for the responsible also offers the team members, next to possibly available case contacts.

If a team is entered as the responsible person for a phone call or appointment, all team members ini­tially see the activity in their own Entry Portal, since they were all added as activity attendees with the Main initiator role.

After a team member has accepted the responsibility, all other team members with the role "main initiator" are removed as attendees from the activity. This ensures that the activity disappears from the Entry Portal of the other team members. This clearly clarifies the responsibility for processing the activity.