A Task Notification is an email that is sent to the assigned resource when a task is assigned to them. Project tasks can be assigned to users, contacts or queues.
When Task email notifications are enabled for a project, an email notification is automatically sent to the user or contact for each task assigned to them.
Please note:
If you assign a task to yourself, you will not receive a task notification.
Task notifications can be enabled or disabled for assigned users and contacts on a per-project basis. There are two (2) settings that allow you to enable/disable task notifications:
You can enable or disable Task Notification for each project. When task notification is enabled for a project, the users assigned to a project task automatically receive a task notification by email.
To enable/disable task notifications, simply go to the project and click on the Project Settings Icon (Gear Icon on the Gantt Chart Toolbar).
To enable Task notifications, set 'Send task notification' to TRUE. To disable Task notifications, set it to FALSE. When you enable/disable task notifications, it is specific to the project you are working on. You can enable/disable task notifications for each project. Click on Apply to save your project settings.
Please note the following:
To enable Task Notifications for tasks assigned to contacts, you will need to go to the Inspire Planner Settings page.
The table below provides a summary of how task notification settings in both the project and in Inspire Planner Settings affect task notifications being sent to users and contacts.
When a user is assigned a project task, the user receives a task reminder on the Project Task Start Date.
The Task reminder pops up on screen when the user logs into Salesforce.
Please Note: Once you dismiss the Task reminder, you will not be prompted again unless the Project Task Finish Date is updated.
You can view all task reminders by clicking on the Notification icon in the top right corner of the screen.
You can then click on a specific task to view it, or you can mark all tasks as read.