How can I get email notifications about new tasks?

Brandi Johnson

May 5 2017 3 min read

Nobody wants projects and tasks to fall behind. Get a jump start on tasks by notifying your team when tasks are assigned to them. Since Cloud Coach Milestones is built on Salesforce, it’s easy to automatically send emails to your team when they’ve been an assigned a new task.

Step 1: Create your email template. 

Before we can automatically send an email to our project team members, you need to start with an email template in Salesforce. In my example, I’m pulling in a few fields from my Milestones project and task (task name, project name, and task due date) so that the information in the email is valuable to the task owner.

Project Task Email Template 1024x569

Step 2: Create your email alert

After you create your email template, go a step further and create your email alert. The email alert, also created in the Salesforce administration area, is where you set which email template is used and who the email is sent to. The email alert is selected in our next step – process builder.

Project Task Email Alert 1024x567

Step 3: Use Process Builder to create your automation.

Process Builder allows you to automatically send the email when a task is assigned.

Our starting point in Process Builder is the Milestone Assignment object. 

Milestone Assignment Start Process

Then we define the criteria:

Criteria Task Assigned

And create the action to send the email template. This is where we actually use the email alert we created in Step 2.

Send Email Alert

Overall, our simple process looks like this:

Full Email Notification Process 1024x560

Activate the process, and you’re ready to go! Now your team members will get email notifications when a new task is assigned to them. They won’t need to check their assignments for new work!

AUTHOR

Brandi Johnson

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