Gantt LWC - Task Notifications and Reminders

What is a Task Notification?

A Task Notification is an email that is sent to the assigned resource when a task is assigned to them. Project tasks can be assigned to users, contacts or queues.

How do Task Notifications work?

When Task email notifications are enabled for a project, an email notification is automatically sent to the user or contact for each task assigned to them.

1. Assign a project task to a user/contact.
2. Save the project.
3. Assigned user/contact receives a task notification via email.

Please note:

If you assign a task to yourself, you will not receive a task notification.

Task notifications can be enabled or disabled for assigned users and contacts on a per-project basis. There are two (2) settings that allow you to enable/disable task notifications:

• 'Send Task Notification' in Project Settings, and
• Enable Contact Assignment Notification in Inspire Planner Settings
   

How to Enable/Disable Task Notification for a Project

You can enable or disable Task Notification for each project. When task notification is enabled for a project, the users assigned to a project task automatically receive a task notification by email.

To enable/disable task notifications, simply go to the project and click on the Project Settings Icon (Gear Icon on the Gantt Chart Toolbar).

To enable Task notifications, set 'Send task notification' to TRUE. To disable Task notifications, set it to FALSE. When you enable/disable task notifications, it is specific to the project you are working on. You can enable/disable task notifications for each project. Click on Apply to save your project settings.

 

Please note the following:

• When you enable task notification for a project, it only enables task notifications to be sent to users who have been assigned tasks. If you wish to also enable task notifications to be sent to contacts when they are assigned a task, then you would need to enable Contact Task Assignment Notification in the Inspire Planner Settings page.
   
• The 'Send Task Notification' setting is inherited from templates when a template is applied during project creation. This means that if you set 'Send Task Notification' to FALSE on a template and the template is applied to a project during project creation, then the new project will inherit 'Send Task Notification' as FALSE.
   
• The task notification email is sent upon assignment. This means that if 'Send Task Notification' is FALSE, and then you update it to TRUE after tasks have already been assigned, then task notification emails are not sent to tasks that are already assigned. Task notification emails will only be sent to new assignments.
   
• If you have a Global Default Project Setting in place, then new projects created where no template is applied during project creation will inherit the settings of the Global Default Project Setting. This means that if in the Global Default Project Setting 'Send Task Notification' is FALSE, then new projects will inherit this same setting. For more information, please see Set Global Default Project Settings.

How to Enable/Disable Contact Task Assignment Notification

To enable Task Notifications for tasks assigned to contacts, you will need to go to the Inspire Planner Settings page.

1. Go to the App Launcher at the top left corner and enter "Inspire Planner Settings" in the Quick Find box. Then, click on Inspire Planner Settings.
   
   
    
2. Look for the setting called 'Enable Contact task assignment notification'. You can enable or disable the setting using the slide button to the right. Click on Save to save your settings.
   
   

Task Notification Settings Summary

The table below provides a summary of how task notification settings in both the project and in Inspire Planner Settings affect task notifications being sent to users and contacts.

Task Reminders

When a user is assigned a project task, the user receives a task reminder on the Project Task Start Date.

The Task reminder pops up on screen when the user logs into Salesforce.

Please Note: 
Once you dismiss the Task reminder, you will not be prompted again unless the Project Task Finish Date is updated.

You can view all task reminders by clicking on the Notification icon in the top right corner of the screen.

You can then click on a specific task to view it, or you can mark all tasks as read.