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    Task Management Notifications
    • 03 Oct 2024
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    Task Management Notifications

    • Updated on 03 Oct 2024
    • 1 Minute to read
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    Article summary

    Users can manage their notifications for Task Management from the Notification Center. From here, users can elect the way in which they receive notifications for each of their notification types related to Task Management. R365 offers notifications via push, SMS, and email.

    Task Management is an add-on to Operations. Please contact your Sales Representative to learn how the Task Management add-on can enhance your R365 experience.

    Manage Task Management Notifications

    To edit task management notifications, follow these steps:

    1) Click the bell icon in the top right corner of the screen.

    This will open the notifications list.

    2) From the Notifications list, click the option menu icon.

    This will open the menu dropdown options.

    3) From the dropdown, click Notification Settings.

    This will open the Notifications Center, where notification types can be managed.

    4) From the options, under Operations, select Task Management.

    5) Check and uncheck the boxes to toggle on or off a specific method of notification.

    Task Management allows users to set notifications for when they are:

    • Assigned a task

    • Mentioned in a task comment

    • Included in a task notification automation

    Users can select from the following:

    • Push - Sends a push notification through the R365 app.

    • Email - Sends an email notification to the email associated with the account.

    • SMS - Sends a text message notification to the phone number associated with the account.

    6) Once changes are made, click Save to save the notification settings.

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