Task Assignment Email

Task Assignment Email


This functionality enables email notifications when a user has been assigned to a task. The email template can be formatted to include specific task information and can be disabled or enabled as required.



How to Create A Task

This is covered in separate articles in the KB. Refer to documentation links below. 


Please refer to this documentation : https://desk.zoho.com/portal/printiq/kb/articles/tasking-and-qa 


### Create a task Internal Link




Enable email notification in tasks:


A checkbox for ‘Send Email to Assignee’ is at the foot of the task.
**To stop printIQ from sending an email notification untick the checkbox**

‘Assigned to’ is the task Owner and who will receive the reminder emails.


 



** printIQ will use the email address from the user details:







Email template


Admin - Email Templates:





Search for ‘Task’ in the search bar and click ‘Task Assigned’:




Email template preview:



Explanation of each Text Field:


  • To Override: printIQ will send a notification to this email address regardless of who the assigned user is.
  • From Override: Email sent from (please leave this as is)
  • CC Override: All task email notifications will be CC’d to the assigned email address
  • BCC Override: All task email notifications will be BCC’d to the assigned email address
  • Subject: Email subject



printIQ uses WYSIWYG web forms to edit the email body.


Standard email template layout:





To know more about what each {PLACEHOLDER} means, please refer to this article

https://desk.zoho.com/portal/printiq/kb/articles/e-mail-templates



Explanation of the placeholders specifically related to the task board:


{Author}: Creator of the task.

{ContextLink}: Link to the job, your task attached to.

{CreateDate}: Date when task was created
{CreateTime}: Task creation time (format 00:00 AM/PM)
{Description}: Description from your task page
{DueDate}: Due Date in the task board
{DueTime}: Due time in the task board
{Subject}: Subject in task board
{TaskComments}: Comments in the task board
{TaskWorkDone}: Work done text box in the task board.



Sample of email received.






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