Saturday, September 22, 2018

Customize the Email Notification Sent to the Employee Assigned to the Task

Since the automated email alert sent to Task assignees when a task gets assigned to them are not customizable, a workaround is to use a saved task search. To create the search, perform the following steps:

     1. Navigate to Lists > Search > Saved Searches > New.
     
     2. Select Task.
     
     3. Provide a Search Title.
     
     4. Click the Email tab.
     
     5. Check Send Email Alerts When Records are Created/Updated checkbox.
     
     6. In the Email tab > Recipients from Results subtab, add Assigned To.
     
     7. In the Email tab > Customize Message subtab, compose the custom message.
     
     8. In the Results tab > Columns subtab, add Assigned To.
     
     9. Click Save.
     
Note: Enhancement 90792 has been filed for the ability to customize the Email Notification sent to the Employee Assigned to the Task  

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