What are tasks and notifications used for?
Task actions are the names used to create a task for a colleague to deal with a certain event/action. They can be set manually while dealing with an application or automatically in automation.
Creating a task action
- Head to 'Settings'
- Select 'Task'
- Then head to 'Actions'
- Select 'Add'
- Name the task
- Set the priority (1-20). Higher-priority tasks will appear higher in the list of tasks. 1 is the highest priority, and 20 is the lowest.
- Select the task type from the drop-down
- You can restrict which teams see the task in the 'Restrict Teams' box
- Choose the Action Type, which will usually be set as unknown
Choose who will be notified
Once you have created the task action, you can then decide which users will be notified and how:
- Head to 'Settings'
- Select 'Task'
- Select 'Notifications'
- Select the user
- 'Edit' the task action you want to change for that user
- Check the box(es) you want to apply to that user:
- Select 'Apply'
| Action | What will happen |
| If the user settings have an email address, the user will get an email when the task is triggered | |
| Text (SMS) | If the user settings have a mobile number, the user will get a text when the task is triggered |
| Browser | If the user is generally at their computer, they will be notified through their browser pop-up |