Configure Email Notifications

Configure email notifications and specify when an email is sent to the task assignee. You can also customize email notifications so they contain all the information recipients need to easily recognize and act on them.

To configure email notifications:

1. Open a process in the process editor.
2. Select a human task activity for which you want to configure email notification, and then click Notificationson the right side of the process editor.
3. In the Notification pane, disable or re-enable email notifications.
   Note that notifications are enabled by default. Note that disabling the notification for a task won't disable reminder or expiration emails. Instead, the selected email template will be used for those events.

   Note:

   If you’ve configured the human task activity to use a linked UI instead of a web form, the options to include the form as image, PDF, or inline are not available on the Notification tab.
4. In the Email Template field, select an email template that you want to use for the task-related emails.

   Note:

   The email template you select here is also used for reminder and expiration emails.
5. Specify when the email notification is sent, for example when a task is assigned or completed, or when an error occurs. By default, On Assign and On Complete are selected. Use the drop down to determine the template for each notification email. The Use Parent Template is selected by default.
   The parent template uses the template you selected before. You can either use the same template or select any other template. To manage email templates, see Manage Email Templates.
6. Optionally, you can select Task Attachments to include files that users have uploaded to tasks.