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.

Step 2: Click on “New” to create a new template.

Step 3: Create your notification template and click “Save”.

Step 4: Go back to Dashboard and click on “Master Configurations”

Step 5: In the menu on the left, click on Task Status.

Step 6: Use the Notification Template column on the right to assign your template to the desired status.

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.

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Deskera is the leading cloud software provider across Asia. Founded in 2008, Deskera today has more than 80,000 users worldwide. Deskera Cloud apps help you achieve an end-to-end view across your business, manage and optimise your business operations and resources, improve operational efficiency and more. And all this comes in a easy to use, and quick to learn interface that can be accessed from anywhere. The key Deskera Cloud apps are Deskera Financial Management, Deskera CRM, Deskera Projects, Deskera HRMS and Deskera LMS. We are delivering the most relevant and effective solutions to meet the industry specific challenges you face in your business every day.