Overview
This article covers the customizable settings and notification systems for tasks in Element451. It explains how to configure task properties, manage notifications, and utilize features like queues and templates. Whether you're working with internal or contact tasks, this guide will help you optimize your task management workflow.
Accessing Task Settings
Navigate to Contacts > Tasks.
Click on the three vertical dots
icon to the right of the create task button.
The Tasks Settings page will open. Here, you can configure the custom properties for your tasks.
Task Property Settings
Element451 allows you to customize various properties for both internal and contact tasks. This customization helps you tailor the task management system to your specific needs.
You can create custom statuses, priorities, and templates for internal and contact tasks. Each task type (internal and contact) has its own customizable properties to help you stay organized.
Statuses: Beyond basic complete or incomplete statuses, you can create custom Statuses to reflect your specific workflow needs for both internal and contact tasks.
Learn more about statuses →
Priorities: Define custom Priority levels to categorize tasks according to their importance or urgency for both internal and contact tasks.
Learn more about priorities →Types: Types help create a more organized view, whether they're administrative, outreach, or any other category for both internal and contact tasks.
Internal Tasks: Types are shared with other custom activities and notes. Clicking on internal task types in the Tasks Settings will redirect you.
Contact Tasks: Types are managed separately within the Tasks Settings.
Queues (Internal Tasks Only): Use Queues to group tasks together to make it easier for your team to see what they should be working on next. Queues can leverage segments, task properties, or both to determine what tasks should be assigned to a given queue.
Learn more about queues →
Templates: Help ensure efficient and consistent task management tailored to your diverse operational needs for both internal and contact tasks.
Learn more about templates →
Assignee Notifications
Internal Tasks
Daily Digest
Each morning, typically just after midnight (Eastern Time), internal users assigned to tasks receive a daily digest email (see screenshot below).
This digest includes a summary of incomplete tasks due that day, helping you plan your workload effectively.
Element451 does not send email notifications for every task assignment, update, or change to avoid cluttering your inbox. By receiving a daily overview of tasks, users can start their day with a clear understanding of their priorities, aiding in efficient time management and task completion.
Task Due <24 Hours Notification
Assignees will receive immediate email notifications whenever tasks assigned to them are created with or updated to have a due date within the next 24 hours, ensuring timely alerts about time-critical tasks.
Contact Tasks
We do not notify students/contacts when a contact take is created and assigned to them. If you wish to notify them, you should consider creating a workflow to add custom notifications if needed.
If enabled, the task will be added to the contact's StudentHub.
Subscriber Notifications
Internal and Contact Tasks
Task Subscribers are other internal users (contacts cannot be subscribers) who want or need updates on specific tasks but are not directly responsible for their completion.
Once added as a Task Subscriber, the user will receive email notifications when:
Changes are made to a task's status or priority.
A task is marked complete.
New notes are added to a task.
The Tasks Module is only available with the Element Ignite and Engage packages.