Setup Tasks with Notifications

This article explains how to set up task notifications in the UtiliSync Inspect app.

If you just create a scheduled form task, the Site Contact receives a notification (assuming they've agreed to receive notifications via their own settings) that includes a link, to be able to access the site.

If you include a notification template, that will run separately and it will also deliver a notification. For example, if you created a Scheduled Form Task and included a notification template that has a notification send 1 day before the task due date, then it will:

1. Send the notification that a task was assigned to the user (again, it includes a link for the user to access their site)
2. Send the notifications associated with the notification template you set for the task 1 day before the due date.

If for some reason in the above example you scheduled the task a day before, they would receive two notifications at the same time.

Instructions

1. Select a site you want to create a task for.
2. Select Tasks in the info panel.

3. Click + SCHEDULE FORM.
4. Select the Form To Be Completed from the dropdown list.
5. Select the recipient of this Notification in the Assign To dropdown lists.
6. Set a Due Date by entering text or using the calendar icon.
7. You can add a Description, but this is optional.
8. Select the Notification Template field.

9. Click on + Notification Template.
10. Input a Template Name.
11. Set the Notification Name and click on the down arrow to expand the first Notifications card.
12. Input who the email is from and what email address to reply to. 
13. Add a Subject line.
14. Create the body of the notification that is to be sent out and set when the notification should be sent. Note: You can copy smart fields into the body of the notification.  These are UtiliSync fields.
15. Set the fields for when you would like the Notification of this Task to be sent. 
16. If you would like to set up another Notification for this task, you can do so with the +NOTIFICATION button.
17. You can Duplicate or Delete any Notification with the More Options menu.

18. Select Save.
19. In the Task Info tab, select Schedule.

Success! You have set up Task Notifications.