Changing Assignment Notifications

Last Updated: 05/03/2018 Introduced in Version: 2.0

When a user is assigned a task, the system sends a notification containing task details to the user. Notification methods include email, popup, SMS message, Flow, or Twitter. The system can send a notification using one or multiple methods. By default, users receive an email notification and a popup message in the portal to notify of task assignment.

To set a default assignment notification method, navigate to the System > Administration > Notifications > Default Notifications folder, select the (Notification) Notify to Assigned item, and edit it in the Edit Notification pop-up.

Example

In the example, we will:

  1. Set two methods of notification for assignments, email and pop-up.
  2. Assign a task using the To Do (Assigned to Me) option.
  3. View a pop-up notification for the assigned task.
  4. Select an option on the notification to mark the task as complete.
 

 

Begin by navigating to the folder System > Administration > Notifications > Default Notifications. In the folder data panel, select [Notification] Notify to Assigned, and select Edit from its Action menu that appears, or in the lower right of the Portal.

 

 

In the Edit Notification pop-up, in the Notification Modes list, select the Email check box and click Save.

 

 

Next, we create an assignment.

We navigate to the Actions button  > Add > Entity > To Do (Assigned to Me).

 

 

We add a To Do assignment and click OK.

 

 

The system adds the new assignment to the Tasks list and sends an email to the current user.

 

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To change the notification mode to include a pop-up notification, we return to the folder System > Administration > Notifications > Default Notifications. In the folder data panel, we select [Notification] Notify to Assigned, and select Edit from its Action menu in the lower right.

 

 

In the Edit Notifications pop-up, in the Notification Modes list, we select the PopUp checkbox and click OK.

 

 

Back in the Actions button, we add another To Do Assignment. . .

 

 

. . . then enter the information about the assignment and click OK.

 

 

The system adds the assignment to the Tasks list, and a notification displays in the upper right.

To mark the task as complete, we click the notification and select Mark Complete from the menu. 

 

 

When we click the Refresh icon. . .

. . . the assignment is removed from the Tasks list.

Additional Resources