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Create a System Task - Sending email notifications on Custom Objects (in a Project)
Create a System Task - Sending email notifications on Custom Objects (in a Project)

This article helps you understand how to create a system task for sending email notifications specific to custom objects in a project.

Updated over a week ago

Pre-requisites:

Steps to create a system task for sending email notifications specific to custom objects in a project are as mentioned below:

1. Follow the steps to create system task for Custom Objects (steps 1 to 4).

2. In the task dropdown, select 'Email Notification'.

3. Upon selecting 'Email Notification' option, the page expands and enables you to select email recipient, subject line along-with body content for email. The text mentioned in body content can be formatted using available rich text format options.

An ideal scenario for setting an 'Email Notification' system task can be - when a particular user task is not completed within defined time frame and a boundary timer has been configured to trigger for that user task.

4. Once done, click on 'Create' button to complete creating a system task.
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You can create independent system tasks which can be executed using workflow triggers without adding them to a complex workflow.
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All system tasks are performed by system automatically based on the condition defined in related workflow trigger. It appears in related custom object's audit history & task assignment emails as performed by 'Workflow Agent'.



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