How To: Set Task Notification Preferences

Table of Contents

1. Introduction
   • Purpose
   • Definitions
2. Steps
   • Updating Your Profile
   • Setting Your Notification Preferences
3. Why This Process is Important

Introduction

Purpose

This help document provides step-by-step instructions on how to set up your task notification preferences in GroupTrack CRM. Notifications can be sent via email, SMS, or in-app, helping you stay alerted when actions need to be taken.

Definitions

• Task Notifications: Alerts sent via email, SMS, or in-app to remind you of follow-up tasks.
• In-App Notification: A notification that appears within the GroupTrack CRM platform.
• SMS Notification: A text message sent to your phone to alert you of a task.
• Email Notification: An email sent to your specified address to alert you of a task.

Steps

Updating Your Profile

1. Locate Your Profile
   • In GroupTrack CRM, click on your name in the top right corner and select "Profile & Notifications"

1. Edit Your Information
   • Update/add any information that you want to change so that it is accurate

Setting Your Notification Preferences

1. Decide How You Want to be Notified of Tasks
   • Select either Email, Phone, or App
   • If you choose Email, you will receive an email when your tasks are due
   • If you choose Phone, you will receive a text/SMS when your tasks are due (fees may apply)
   • If you choose App, you will be view your tasks in the web app

Why This Process is Important

Setting task notification preferences is essential for:

• Timely Alerts: Ensuring you receive notifications in your preferred manner so that no important tasks are missed.
• Personalization: Tailoring notifications to your communication preferences, whether via email, SMS, or in-app, for better task management.
• Efficiency: Streamlining the task management process by setting up notifications that align with how you best stay informed and act on tasks.