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

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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.

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

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Select “Assigned To” in the Recipients tab.

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Next, add your subject text.

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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.

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Then click the “Add tag” icon.

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

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

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

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This is what you should get.

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Click “Preview” in the lower left corner.

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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.

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

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

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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.”

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

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