Set Up Email Notifications in Task Manager
Table of Contents
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager
Set up email notifications for users when their staff completes a form or checklist.
Enable email notifications for a form
1. Log in to the Task Manager admin dashboard in the United States at taskmanager.us.ncco.com, or in Europe at taskmanager.ncco.com.
2. Click the Forms tab on the side bar.
3. Click on Email Notifications.
4. Select the form type.
5. Click on Disabled for the form where you would like to add email notifications.
6. Click on Confirm.
Once email notifications are enabled, you can set up email notifications. There are two ways to set up email notifications:
Set up for notifications for your account in Task Manager
1. Click on the Manage Subscribers button (chess piece icon) for the enabled form.
2. Click on Click to Subscribe.
Add a new user or staff outside of Task Manager
Using Existing Staff/User
For an email associated with a user or staff member.
1. Click on Add New Email Subscriber.
2. Select User in the Create Using dropdown or create a new Custom Subscriber.
3. Select the desired user in the subscribe to form records dropdown. Click Save.
Custom Subscriber
For an email not associated with a user or staff member.
1. Add the Name/identifier.
2. Add the email address.
3. Click Save.
For additional assistance, contact supporttm@ncco.com
