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SAMIVEL SELLAMUTHUSAMIVEL SELLAMUTHU 

Task Complete notification

Hi Team,

In Salesforce Lightening version When assigned task to someone and he has entered the details and mark the status complete means we should get notified.its not happening right now.

Now they are checking each time under delegated tasks list.this case some time they missed out also.

So better make notify email and notificatiob panel that would be male sense.

Thanks,
Samivel.S
Best Answer chosen by SAMIVEL SELLAMUTHU
Deepali KulshresthaDeepali Kulshrestha
Hi Samivel,

You can use Workflow rule or Process builder for this. Here I'm gonna show you the example of Workflow Rule for your requirement.
1. Through setup, go to the Quick find box and type Workflow Rule and then select Workflow Rules.
2. Click on the 'New Rule' button to create a new Rule.
3. Select the object from picklist on which you want to apply that rule. For your case, it should be 'Task'.
4. Now give the rule name and select the evaluation criteria as 'created and anytime edited to subsequently meet criteria' and then in 'Rule criteria' select the field. In your case, it is 'Task: Status equals Completed' and then 'Save and Next'.

User-added image
User-added image
User-added image


I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha

All Answers

Sajil EruvenkaiSajil Eruvenkai
Hi Sam,

Please follow the below steps:

1.From Setup, select Object Manager.
2.Click Task.
3.Open an existing task layout or create one.
4.Add the Reminder Set field to your Task Detail section of our org’s Task page layouts.
5.Deselect Show simpler New Task form on mobile on the Activity Settings page. The simpler New Task form doesn’t include the options for creating task notifications.
Push notifications and reminders in the notification tray aren’t supported in the Salesforce app. While reps can set and change notification settings in the Salesforce app, they don’t receive notifications in it.
 
Payal MittalPayal Mittal
Hi Samivel,

It is not OOB Salesforce feature.
But can be acheived using workflow/Process builder.

And above can still be posted as an idea.
SAMIVEL SELLAMUTHUSAMIVEL SELLAMUTHU
So How do we do that..?
 
Thanks,
Samivel.S
 
Deepali KulshresthaDeepali Kulshrestha
Hi Samivel,

You can use Workflow rule or Process builder for this. Here I'm gonna show you the example of Workflow Rule for your requirement.
1. Through setup, go to the Quick find box and type Workflow Rule and then select Workflow Rules.
2. Click on the 'New Rule' button to create a new Rule.
3. Select the object from picklist on which you want to apply that rule. For your case, it should be 'Task'.
4. Now give the rule name and select the evaluation criteria as 'created and anytime edited to subsequently meet criteria' and then in 'Rule criteria' select the field. In your case, it is 'Task: Status equals Completed' and then 'Save and Next'.

User-added image
User-added image
User-added image


I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha
This was selected as the best answer
SAMIVEL SELLAMUTHUSAMIVEL SELLAMUTHU
Hi Deepali Kulshrestha I have done this. But I am not getting email notifiacation. Thanks, Samivel.S
Deepali KulshresthaDeepali Kulshrestha
Hi Samivel,

I guess, you forgot to 'Activate' the workflow rule. Can you please check if it is activated or not. As soon as it'll get activated by you and as soon as any record is created or changed, the workflow will fire.

User-added image



I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.

Thanks and Regards,
Deepali Kulshrestha
SAMIVEL SELLAMUTHUSAMIVEL SELLAMUTHU
Hi Deepali Kulshrestha,

Thanks its works fine now.and if you suggest best template to send the users that would be greatful for me.

Best Regards,
Samivel.s
CJ BanksCJ Banks
I created this ...


"Hi {!User.FirstName},

The task you have assigned, {!Task.Subject}, has been completed.

Thanks,

{!Task.LastModifiedBy}"
Claire PewClaire Pew

Hi Deepali, 

I have been trying to set up this workflow with your listed instructions, and I'm not seeing that these email notifications are being sent through. I've tried testing with assigning a task to myself, as well as assigning a task to a different user.

See the screenshot(s) below for what I constructed. Am I missing anything on this? 

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