Managing notifications for multiple task types can be time-consuming when done individually. Instead of adding notifications manually to each task type, as shown here, you can also create a single notification and associate it with one or multiple task types at once. This ensures consistent messaging across different tasks while reducing repetitive setup efforts.
To create a notification:
- Hover over the Tasks module and select the Notifications menu.
- Click the Add button to create a new email alert.
- Set the recipient in the Notify field (e.g., Task Owner, Attorney for Matter, or a specific email address).
- Set the sender in the Show From field. By default, this is the Account administrator.
- Specify whether to Cc matter intake email address (if available) or Attach any documents linked to task if you wish by selecting the appropriate checkbox.
- Add the Message Subject and Message Body. You may wish to make this specific to a particular task or keep it generic so that it applies to multiple task types. An example of a more generic message is in the image below.
- Select from the Send options as needed.
- To link the notification to one or more task types, click the Add button under Linked to Task Types.
- Select the Task Type(s) as needed.
- Click the Ok button when you are finished with your selection(s).
- Verify that the Task Type(s) were added correctly and click the Save button to finalize the setup. Once linked, these tasks automatically trigger the same notification when created. The merge codes will pull in the correct info for each generated task.
You may also wish to verify that the notification now appears under each of the selected task types by going to Tasks > Manage Task Types and checking that an entry exists in the notification section.