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emilyd76987860
New Participant
February 22, 2023
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Task Constraint Notifications

  • February 22, 2023
  • 2 replies
  • 806 views

Is there a way to get notifications for Must Finish On date task constraints? One of my users wants to be notified when a task due date is coming up. 

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    Best answer by Madalyn_Destafney

    There aren't native notifications for tasks only with a specific constraint, but here's a hacky idea you could do instead for this user. Create a task report with filter for 'assignment users' of that user's name (not 'assigned to' as that will only pull primary assignee), task constraint = must finish on, and any other filters needed. You can then create a recurring report send to the user at a cadence they want, i.e. twice a week. This won't send only based on their task's due dates, but if they want extra reminding about these must finish on tasks, this specific task report and recurring send could be helpful.

    2 replies

    Madalyn_Destafney
    Madalyn_DestafneyAccepted solution
    New Participant
    February 24, 2023

    There aren't native notifications for tasks only with a specific constraint, but here's a hacky idea you could do instead for this user. Create a task report with filter for 'assignment users' of that user's name (not 'assigned to' as that will only pull primary assignee), task constraint = must finish on, and any other filters needed. You can then create a recurring report send to the user at a cadence they want, i.e. twice a week. This won't send only based on their task's due dates, but if they want extra reminding about these must finish on tasks, this specific task report and recurring send could be helpful.

    If this helped you, please mark correct to help others : )
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      emilyd76987860Author
      New Participant
      February 24, 2023

      Thanks!

      Madalyn_Destafney
      Madalyn_Destafney
      New Participant
      February 24, 2023

      If you think this answer was helpful, please mark it correct to help others : )

      If this helped you, please mark correct to help others : )
      Heather_Kulbacki
      Heather_Kulbacki
      New Participant
      February 23, 2023

      @emilyd76987860 I don't believe there's a way to get notifications for only a specific constraint.

      You can set reminders in Setup > Email > Automatic Notifications before a task is due. But, I suspect that sends to the task owner only not everyone assigned to the task. And it would send for all tasks regardless of constraint.

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