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E-mail Notification to Assigned

A SharePoint Online tutorial by Peter Kalmström

SharePoint iconIn the previous article we showed the Alert for changes feature, present in all SharePoint lists and libraries.

In the demo below Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, shows another kind of alert that is only available in SharePoint lists that build on either the Tasks or the Issue Tracking template: the e-mail notification to the person who has been assigned a task. This settings is done for the list, not on personal level.

The Tasks and Issue Tracking e-mail notification is very easy to set – you just click a radio button – but it is not possible to customize the notification at all. And it is only sent out when a tasks has been assigned to a user, and only to that user.

Set an e-mail notification for task assignment

  1. Open the list where you want to set the assigned notification.

  2. Click o the List Settings button under the LIST tab in the ribbon.

  3. Click on Advanced settings in the General Settings group.

  4. Click Yes to 'Send e-mail when ownership is assigned'.

  5. Click OK.

A workflow gives more control over when an e-mail should be sent, what it should contain and to whom it should be sent. In the following four articles we will show how to create a workflow that sends an e-mail message with a link to a SharePoint list to a user who has been assigned a high priority task.

We show how to create this workflow in SharePoint Designer 2013 in three different ways: as a SharePoint 2010 workflow, as a SharePoint 2013 workflow in Text-Based view and as a SharePoint 2013 workflow in Visual Designer view.

The fourth article explains how to create the same kind of high priority alert but make the link in the e-mail open the assigned item in edit mode.

Learn more


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