Notification Templates – Deskera CRM
Now you can keep track of your tasks and how their statuses change. Get email notifications once a task has been assigned a particular status like “completed” for example.
In order to do this, we will first need to create a notification template and then assign it to a particular status. We will show you how this can be achieved in a few simple steps.
Step 1: From the CRM dashboard, click on the “Notification Template” module.
If you assigned your notification template to the Completed status, you will receive an email notification every time a task is assigned that status. This way you will be able to keep track of when your tasks are completed or if you are running behind on a particular task.