Tasks
A task was assigned to you
The assignee receives the task, due date, permitted linked context and a button to open it.
To
A teammate on the task
An assignee or participant with the relevant task notification enabled.
Posted when
When a task becomes yours
An eligible teammate becomes an assignee on a task and has assignment email enabled; the actor does not receive their own notice.
The assignment names who gave the task, then shows its title and due date. Linked record details appear only if the recipient can access them; the message ends with Open task and notification settings.
Enclosed
- The task title and due date when set
- Permitted details from a linked record
- A short task excerpt when present
- Open task and notification settings links
The variant
Assigned automatically
The email describes an automatic assignment without naming an actor.
The variant
Linked record is restricted
The task stays visible while details of a linked record the recipient cannot open are withheld.
The variant
A simple task
Without a due date or linked record, the email keeps only the task and its action.
Previewed with demonstration data, under the identity of an organization using its own branding.
Explore Tasks