How can I notify the new task owner by email when the task is assigned to them?

Create a routine to notify the new task owner by email. Here's how.

  1. Open Application Composer outside a sandbox (Navigator > Configuration > Application Composer).
  2. Click Routines.
  3. Click Create Routine.
  4. Click Skip Templates.
  5. In the Basic Details step, enter a name and description. For example: Email Notification for New Task Owner.
  6. Select the Object, in this case Activity.
  7. Click Next.
  8. In the Trigger step, select Attribute Changed and then select Owner ID from the list of attributes. You're sending the email after the owner is updated in the record.
  9. Click Next.
  10. In the Actions step, select Send Email as the Action Type.
  11. In the To field, select Owner ID.
  12. In the Subject and Body fields, you can enter both text and mail-merge attributes.

    For example, to include the task name in the Subject line of the email:

    1. Use the Attributes search box to search for Subject. This is the subject of the task.
    2. Select Subject and press Return.

      Your action enters the mail-merge field {{$Subject}}.

    Note: The email sent to the new owner gets automatically appended with a link to open the task.
  13. Click Next.
  14. In the Rules step, you specify Task as the activity that will send the notification:
    1. In the Activity list, select Include all groups.
    2. Make these entries for the rule:

      Field Entry
      Attribute Activity
      Operator Equals
      Value Task
  15. Click Next.
  16. On the Review page, review your entries and click Submit.