Symptom/Error
Team members experience inconsistent task assignment notifications:
Some users receive email notifications when assigned tasks, others do not
Manual messages sent through the Messages icon work correctly
Automatic notifications for new task assignments are missing
Cause
Task assignment notifications require a properly configured workflow to function correctly. Unlike manual messages, automatic notifications depend on the "Task Notifications" workflow being set up to trigger when tasks are created and assigned.
Solution
Follow these steps to configure the Task Notifications workflow:
Step 1: Navigate to Workflow Settings
Log into your Dazos CRM instance
Click Settings in the main menu
Select CRM Settings
Click Automation and Workflows on the right side of the page
Step 2: Locate or Create Task Notifications Workflow
Look for an existing "Task Notifications" workflow
If none exists, click Create New Workflow at the top
Enter a clear name like "Task Assignment Notifications"
Set the workflow status to Active
Step 3: Configure Workflow Trigger
Set the Trigger to "Task Created" or "Activity Updated"
Set Recurrence to "Only first time conditions are met" to avoid duplicate notifications
Add conditions to ensure the workflow only triggers when a task is assigned:
Assigned To: Is Not Empty
Task Status: Equals "Not Started" (optional)
Step 4: Configure Workflow Action
Select Send Email Alert as the action
Choose or create an email template for task assignment notifications
Set the recipient to the "Assigned To" field (this will dynamically send to whoever is assigned the task)
Enable Notification to inform assignees
Step 5: Save and Test
Click Save to finalize your workflow
Create a test task and assign it to a team member
Verify that the assignee receives an email notification
Verification / Expected Result
After configuring the workflow correctly, you should see:
All team members receive email notifications when tasks are assigned to them
Notifications are sent immediately upon task creation and assignment
Manual messages through the Messages icon continue to work as before
Troubleshooting / Common Issues
Notifications still not working:
Check that user email addresses are correctly entered in their profiles
Verify that users have email notifications enabled in their personal settings
Ensure the workflow is set to "Active" status
Some users receive notifications, others don't:
Check individual user notification preferences
Verify all users have valid email addresses in the system
Test with different users to isolate the pattern
Escalation
If task assignment notifications continue to fail after following these steps:
Document which users are affected and which are working correctly
Take screenshots of your workflow configuration
Contact Dazos Support with the workflow settings and affected user details