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• Roles: Administrator, Technician, Production, Service Provider
• Plans: Starter, Premium, On Demand

There are various notification methods for a task. A user can be notified when a task is created or completed.

How to Notify Assignees of the Creation of an Individual Task?

When creating a task, the user must assign individuals who will be responsible for handling the task. The creator can choose to notify the assignees that a new task has been assigned to them by checking the box Notify the assignees about this task by email.

The users assigned to the task will receive an email notifying them that a new task has been created, including its description, equipment name, photo, scheduled intervention date, and the relevant network.

If the creator of the task is among the assignees, they will not receive this notification.

If this box is not checked, the assigned users will still be able to see the new task in their list of scheduled tasks for the week, along with a notification in the app.

How to Be Notified When an Individual Task Is Completed?

To receive a notification once the task is completed, the user must go to the task itself and click the checkmark icon on the right side of the screen.

The button will appear as shown below, indicating that a notification will be sent to you upon task completion. By clicking again, you can choose to stop receiving notifications for this task’s completion.

This option is also available for tasks belonging to maintenance plans.

Notifications Available for Tasks in Maintenance Plans

To configure notifications related to task completion in a maintenance plan, simply add the users to be notified in the Observers field when creating the plan.

Observers will receive a notification every time a task related to the plan is marked as completed. This eliminates the need to configure this option for each task separately, making it easier to track the progress of the plan.

However, currently, it is not possible to be notified of the creation of new tasks in a maintenance plan. To be informed of a new task (either individual or in a maintenance plan), the user must check the news page and verify the My Tasks widget, or go to the Agenda menu and apply an appropriate search filter.