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How to set up an alert if a task has been assigned to a user?

Open the Virto Alerts & Reminder App and click “Add Alert” on the ribbon.

Add Alert button on the ribbon of the Virto Alerts and Reminder App

Select the Kanban board list from a drop-down menu and give a name to your new alert.

Selecting the Kanban board list and naming the new alert in the Virto Alerts and Reminder App

Select “Assigned To” in the Recipients tab.

Choosing Assigned To as the recipient in the alert Recipients tab

Next, add your subject text.

Adding the subject text for the new alert in the Virto Alerts and Reminder App

To ensure the recipient sees the alert immediately, include “Task Name” and “List Title” field values. To do this, click the “Add field value” icon.

Choose “Task Name” in the drop-down menu.

Choosing Task Name from the Add field value drop-down menu in the alert subject

Alert subject line showing the inserted Task Name field value

Then click the “Add tag” icon.

Clicking the Add tag icon in the alert subject editor

Choose “List Title” in the drop-down menu and click “Add.

Choosing List Title from the Add tag drop-down menu in the alert subject

Alert subject containing both the Task Name and List Title field values

Then, move to the message body. Erase the template and write your text. Then click the “Add complex link” icon.

Clicking the Add complex link icon in the alert message body editor

Choose “Task Name” and “Display Item URL” from the drop-down menu and click “Add.

Choosing Task Name and Display Item URL for a complex link in the alert message body

This is what you should get.

Completed alert message body with task name text and a complex link to the item

Click “Preview” in the lower left corner.

Preview button in the lower left corner of the alert editor

If you are satisfied with the outcome, your alert is ready.

If you want the user to receive a table with all the current values of the item (like in the example below), you need to add another tag to the email.

Example alert email containing a table with all current field values of the item

To set up this table, click the “Add tag” icon.

Clicking the Add tag icon to insert a values table into the alert email

Choose “All fields values” in the drop-down menu.

Choosing All fields values from the Add tag drop-down menu for the alert email table

Alert message body with the All fields values tag added below the task link

Go to the Options tab. In Filter items, select “Use condition(s);” in Field, select “Assigned To;” in Operator, select “has been changed.” Click “Save.”

Options tab condition firing the alert when the Assigned To field has been changed

Now, each time the “Assigned To” field changes, the particular user will receive a notification with the name and task link.

Updated on June 17, 2026