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Task Type: Send Notification

Allyson Ryan
  • Updated

The Task Type: Send Notification allows for users to send notifications to employees in order to facilitate a seamless internal communication process.

Applicable Roles

  • HR Admin
  • HR Team

Prerequisites

An Introduction to Profiles and Tasks, Employee Task Profiles Overview, Creating and Editing Tasks – SchoolFront, Creating Notifications

Step-by-Step Instructions - Create a Task as a Notification

Navigate to: Tasks Management / Task Profiles / Tasks 

  1. Select New Task

  2. From the Task Type drop-down menu, select Send Notification (once selected, the system will refresh the available options in the remaining Details fields)

    Task Type Send Notification.png

    1. (NOTE: The notification must already be created in order to use it here. Please see: Creating Notifications if it's not created yet)
  3. Enter a Task name

  4. Enter a Task description

    Task Type Send Notification1.png

  5. Select the Notification Category from the drop-down

  6. Select the Notification Template from the drop-down

    Task Type Send Notification2.png

  7. Check the box(es) for the Recipients and CC/BCC/Others
    1. You may use CC: Other to send to more email addresses when needed
  8. Confirm (or enter) the Email Subject

  9. Select Insert to save; Cancel to back out without Saving; Insert and Add Another to continue to create Tasks

    Task Type Send Notification3.png

     

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