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Task Complete Notification

Planned
Request Demo

Is there a way that one or more users, aside from the assigner, can be notified that a task has been completed? I would like to assign tasks within a document but when completed my supervisor should be notified the assignment is complete versus me.

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Comments

4 comments

Date Votes
  • Mike Davis

    Hi Joey!

    Thanks for the question. I did some checking quick on what's possible with Tasks today, and the only way I can think of to allow more than one person to be notified of this would be to have a group email used for the person assigning the task. For example, if you had a member that had the email group@company.com associated with it and that user assigned the task, the notification email of the task being completed would go to group@company.com. That would be the case too for all Wdesk notifications for that member too, though, and may not be ideal.

    I'll also add that our Product Team has been looking a feature called Workflow and/or Processes, which allows something like this, where you can create a task flow that assigns to someone, and has any number of approver steps. I'll dig into this a bit more to see what further info I have, but in the meantime let me know what questions you have. I'd also be intrigued to see how others perform the above task, for lack of better word. 😁

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  • Katie Hurt

    Hey Mike, is there any status update on this request? We think this would be a super useful feature!

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  • Mike Davis

    Hi Katie!

    Thanks for the nudge, I do owe this post an update.

    As mentioned, Workiva did roll out Processes, which are used today for content requests, Certifications, or just a series of Tasks to complete. More info on Processes can be found here: https://support.workiva.com/hc/en-us/articles/360047036512-Introduction-to-Processes.

    That said, multiple users or groups are not yet supported as assignee or approvers. However, these have been requested and I'd be happy to add you as a follower there. 

    Let me know if you have any follow-ups on the above or I've missed the mark entirely. Thanks and keep staying great!

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  • Katie Hurt

    Hey Mike! We currently use Processes and Tasks. I saw on the View and complete tasks post, "When the task is completed, if no approval is required, the task creator will receive an email notification. If there's an approver for the task, it will be added to their list of tasks requiring approval." It would be very helpful to have a notification email sent to multiple users for when approvers have completed their approval and the task is complete. 

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