Task Notifications
Email notifications sent when tasks are assigned or require attention.
When Task Notifications Are Sent
| Event |
Notification |
| Task assigned |
Assignee notified |
| Task overdue |
Assignee and supervisor notified |
| Reminder date |
Assignee notified |
| Task completed |
Task creator notified |
Built-in Task Types
Document Tasks
| Task Type |
Description |
| Edit |
Request another user to complete or edit a document |
| Read |
Assign a read request to users |
| Comment |
Request comments from users |
Review Tasks
| Task Type |
Description |
| ISO Review |
ISO certification review tasks |
| SOX Review |
Sarbanes-Oxley compliance review |
Records Management Tasks
| Task Type |
Description |
| Disposition |
Manage document destruction after retention |
| Archive |
Manage document archiving |
Classification Tasks
| Task Type |
Description |
| Downgrade Classification |
Lower document classification level |
| Declassify |
Remove document classification |
Notification Content
Task notification emails include:
| Field |
Description |
| Task name |
What needs to be done |
| Document |
Related document with link |
| Due date |
When task must be completed |
| Priority |
Task urgency level |
| Instructions |
What the assignee should do |
See Also