SmarterTrack 6.x Help

Task Events

System administrators and agents can receive notifications or automate actions based on the following Task events:

  • Task Created
  • Task Deleted
  • Task Due
  • Task Modified
  • Task Started

Depending on the event selected, the following event criteria are available:

  • Acting Agent -
  • Agent Assigned - The agent assigned to the task.
  • Description - The words that will trigger the event if found within the description of the task.
  • Due Date - The due date of the task.
  • Priority - The priority level that will trigger the event.
  • Related Item -
  • Status - The task status that will trigger the event.
  • Start Date - The start date of the task.
  • Subject - The words that will trigger the event if found within the task subject.
  • Time of Day - The time frame during which the event occurs.

Depending on the event selected, the following actions are available:

  • Log to File
  • Log to File (once per item)
  • Notify External Provider
  • Send Email
  • Send Email (once per item)
  • Set Task Priority
  • Set Task Status
  • Transfer Task
  • Use Default Notification Profile for User
  • Use Default Notification Profile for User (once per item)
  • Use My Notification Profile
  • Use My Notification Profile (once per item)