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Every firm has a set of tasks to be completed on a daily basis. But, the tasks may not be for everyone. It might be assigned to a particular group of employees. It is not necessary for everyone in the firm to be notified about it. Apptivo makes you work simpler with its customized notifications.

Go to the “Settings” tab in “Tasks” activity → Notifications → Update Notifications → Create.

You can see the “Create Notification” Page.

Enter the values for the fields mentioned in the Create Notification Page.

Name: Add a name for the notification.

Description: Give brief information on the notification.

From Address: Tasks activity offers two types of “From Addresses”:

Static: You can enter a default email address here.

Dynamic: You can choose the email address from the list of employees or teams.

Here, I have chosen a Dynamic email address.

In order to set up custom notifications, it is mandatory to define three fields:

Criteria
Message
Recipients

Criteria

The criteria field determines the condition when the notification is generated.

Under the group, you can determine whether the notification is for the “New” or “Old” set of attributes.

Now. Choose an attribute from the “Insert Attribute” dropdown. If needed, you can add more than one attribute by selecting ”Add Condition”.

Now, the criteria are set.

Message

In the message field, you can add a subject and detailed description of the message that is to be conveyed to the recipients.

You can customize your message using the Widgets and Attributes provided by Apptivo.

Recipients

In the recipients’ field, you can customize the email receiver. Apptivo offers two kinds of Recipients list.

Associated Object

It allows you to choose the recipients from a list of values. You can choose Customer Contact, Associated Customer, Assigned to, Associated Employee, Created by or Modified by as recipient lists and click Create.