How to Make a Rule that Sends Notifications When a Delegated Task is Completed
When you delegate tasks to another person, most likely you want to be notified when they are done. This rule creates that notification.
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Go to the Customize workspace.
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Go to the Rules tab.
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Click Manage Rules to open the Rule Editor Interface.
Create the Rule
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Click Add Rule.
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Select Task.
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Name the rule Delegated Task Completed.
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Select Modification only. Click OK.
Add Criteria to the Rule
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Click Edit in the Criteria section.
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Click Add in the window that pops up.
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Click Select.
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Select Task in the first column, then Status in the second column. Then click OK.
- Check the Has Changed box.
- Set the Condition to equals.
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Select Completed in the Value field.
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Click OK.
Add Actions to the Rule
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Click the Add button in the Actions section. Select Send Notification.
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On the Details tab, Leave the Execution on Immediate, and type “Notify person who delegated task that it has been completed.” into the description.
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On the Channels & Messages tab, set the channel to Notification Stream and type “ The Task you delegated has been completed.” into the Notification Stream Message field.
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On the Recipients tab, choose Roles to open the Field Picker. Then in the first column select Task. In the second column select Delegator. Click OK.
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In the Quick Responses tab, click Select. Then add Add Follow-up and click OK.
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Click OK when finished.
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