Getting sent notifications when team members complete a task

Service Tips, Tricks & Best Practices
1

Hi

I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them.

I was hoping to have that the tasks would be created when we changed a company status to Client and selected a specific Product range (lookup value) but it seems it has to be done from a ticket enrollment. That is fine, unless someone knows how to do this?

My main question, is i sent the flow and it works perfectly, except the last stage

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As I am sent an email when the tasks are created and I cant see how I can make a automation to say: When Task 6 is marked as complete - notify me.

Is that possible?

The aim is for me to set a couple of these flows up, and then i am notified at different stage gates when my team complete certain tasks.

Thanks in advance.

2

Hi @MPalmer6,

This is possible but would have to be a separate workflow:

  1. Create ticket-based workflow
  2. For enrollment criteria, select “When filter criteria is met”, then change the “Filtering on” dropdown from “Ticket (Current Object)” to “Activity”, then specify the Task title of your task #6 and Task status = Completed
  3. Set up an internal email notification

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Theoretically, you could also include this in your existing workflow but you would then have to work with a static delay – this workflow above would fire the moment the task is completed.

Best regards!

3

Hi Karsten

This is great, thank you.

Have just done this. Sorry, a follow up question. If I wanted to have this task completion do a few things:

1: Send me an email - Done

2: Create a new task - would I need to set up a branch? or is that easier to clone and set up a new workflow? As i could do that easily, but thought if was possible using branches or something like that, then I could learn to do that as well :slightly_smiling_face:

This is the current set up

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Thanks again

Matt

4

@MPalmer6 if completion of task 6 should trigger an email (done) and the creation of a task (pending), then no branch would be needed. Simply add “Create task” as a second action in your workflow :slightly_smiling_face:

5

Yes I think that is right, as the process would be after the welcome email has been sent - create new task for ticket owner - to do the next steps.

So i will add a new task following on from the welcome email

Thanks again.

I still have yet to use branching lol. one day :slightly_smiling_face: