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Setup

Notifications

Users receive notifications in the following scenarios:
  • Task Activation:
     Occurs when a workflow is created, a task is completed (making the next task active), or a task is reverted.
  • Reminder Threshold:
     Triggered when the automatic reminder threshold or a specific task's reminder date is reached.
  • Task Overdue:
     Notifications are sent daily until the task is completed or its due date is adjusted. The overdue email will generate DAILY until the task is complete or the due date is changed so it no longer is overdue.

Notifications for active tasks

  1. Sign in to ONESOURCE.
  2. Go to the workflow module from the main dashboard.
  3. Activate a task.
    • Create a new workflow to activate the first task automatically.
    • Complete an existing task to activate the next one in sequence.
    • Revert a completed task to make the previous task active again.
  4. Check your notifications.
    • Look for notifications that indicate a task is now active.
    • Notifications can be viewed in the notification panel or will be sent to your registered email.

This article applies to:

  • Product: ONESOURCE WorkFlow