How to Notify Recipients of Changes to Task Status

You can configure to send notifications to users when there is a change in Task Status. You can configure for multiple Task Status types like Assign, Complete, Suspend and so on and also for multiple recipients like Assignee, Initiator, Approvers, Owner, and Reviewer.

To notify recipients of changes to tasks status:

  1. Click the Notification tab.
  2. Select one of the Task Status types from the list:
    • Alerted

      When a task is in an alerted state, you can notify recipients. However, none of the notification recipients (assignees, approvers, owner, initiator, or reviewer) can move the task from an alerted state to an error state; they only receive an FYI notification of the alerted state. The owner can reassign, withdraw, delete, or purge the task, or ask the error assignee to move the task to an error state if the error cannot be resolved. Only the error assignee can move a task from an alerted state to an error state.

      You configure the error assignee on the Assignment tab of the Configure Assignment dialog box under the Task will go from starting to final participant icon in the Assignment section. For more information, see How to Configure the Error Assignee and Reviewers.

    • Assign

      When the task is assigned to users or a group. This captures the following actions:

      • Task is assigned to a user

      • Task is assigned to a new user in a serial workflow

      • Task is renewed

      • Task is delegated

      • Task is reassigned

      • Task is escalated

      • Information for a task is submitted

    • Complete

    • Error

    • Expire

    • Request Info

    • Resume

    • Suspend

    • Update

      • Task payload is updated

      • Task is updated

      • Comments are added

      • Attachments are added and updated

    • Update Outcome

    • Withdraw

    • All Other Actions

      • Any action not covered in the above task types. This includes acquiring a task.

    Notifications can be sent to users involved in the task in various capacities. This includes when the task is assigned to a group, each user in the group is sent a notification if there is no notification endpoint available for the group.

  3. Select the recipient from the Recipient from the list of possible recipients for the notification message for the Task Status type:
    • Assignees

      The users or groups to whom the task is currently assigned.

    • Initiator

      The user who created the task.

    • Approvers

      The users who have acted on the task up to this point. This applies in a serial participant type in which multiple users have approved the task and a notification must be sent to all of them.

    • Owner

      The task owner

    • Reviewer

      The user who can add comments and attachments to a task.

    For more information, see How to Configure the Notification Channel Preferences.

  4. Save the changes.

    Note:

    To configure notifications for additional Task Status types, click the + icon above the Task Status section and to remove notification for a Task Status type, select the task status row and click the X icon.