Create Task Based Events

This article applies to recent versions of SmarterTrack. View articles for SmarterTrack 12.x and earlier.

SmarterTrack's event-driven architecture gives System Administrators, Managers and Agents the ability to be notified when an specified event occurs. For example, a Manager can use the events system to automatically receive a notification when the task is overdue.

Although the steps below show you how to create the most commonly used task event, the procedure is similar for the other task events.

Creating Agent-level Task Events
Follow these steps to create an Agent-level task event that sends an email when a task is overdue:

  1. Log in to the SmarterTrack management interface as an Agent.
  2. Click Menu icon, and from the dropdown select Settings.
  3. Under the My Settings header click My Events. A list of existing events will load in the content pane.
  4. To create a new event, click the New button in the content pane toolbar. This will open the New Event modal.
  5. In the Name field, type a name for the event.
  6. In the Category field, select Tasks from the list.
  7. In the Type field, select Task Due from the list.
  8. Click OK.
  9. Click the Options tab.
  10. Select the Due Date checkbox and type the due date in the appropriate field.
  11. Click the Actions tab.
  12. Click Add Action.
  13. In the Action field, select Send Email from the list.
  14. Click Save.

This will create a basic email notification using the default configuration. All other configuration settings and conditions are optional.

Creating System-level Task Events
Follow these steps to create a system-level task event that sends an email when a task is overdue:

  1. Log in to the SmarterTrack management interface as a System Administrator.
  2. Click Menu icon, and from the dropdown select Settings.
  3. Under the Configuration header click on Events.
  4. Ensure the Global tab is selected.
  5. To create a new event, click the New button in the content pane toolbar. This will open the New Event modal.
  6. In the Name field, type a name for the event.
  7. In the Category field, select Tasks from the list.
  8. In the Type field, select Task Due from the list.
  9. Click OK.
  10. Click the Options tab.
  11. Select the Due Date checkbox and type the due date in the appropriate field.
  12. Click the Actions tab.
  13. Click Add Action.
  14. In the Action field, select Send Email from the list.
  15. Click Save.

This will create a basic email notification using the default configuration. All other configuration settings and conditions are optional. For more information, please refer to the Events section of the SmarterTrack Online Help.

 

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