How are task notifications managed and configured in Arketa?
Arketa provides a flexible notification system to help teams stay informed about tasks and activities. Notifications can be delivered via email or in-app, depending on the task type and configuration. Below is a comprehensive guide to managing and configuring task notifications in Arketa.
Notification Types in Arketa
In-App Notifications: - Staff tasks are visible within the tasks view in Arketa, where they can be filtered by assignee. - No automatic in-app notifications are sent when a task is manually assigned to a staff member.
Email Notifications: - Tasks created by automation trigger email notifications to the assigned staff member. This ensures that team members are informed without needing to track milestones manually. - Team members also receive email notifications for specific events, such as when an instructor requests class coverage.
Configuring Notifications
To customize email notifications for task-related events:
Navigate to Settings > Transactional Emails in Arketa.
Configure the desired email notification settings for tasks.
Managing Notifications for Teams
Arketa allows for centralized task management using shared email accounts. This is particularly useful for front desk teams or shared responsibilities:
Setup: - Create a staff member in Arketa using the shared email address (e.g., frontdesk@[DOMAIN]). - Assign tasks to this staff member.
Task Management: - Assigned tasks appear in Marketing → Tasks with a default status of "Not Started." - Update task statuses to "In Progress" or "Done" as needed.
Notifications: - The shared email inbox will receive email notifications for each new task assigned, enabling the team to track and manage tasks efficiently.
FAQs
Q: Do staff receive notifications for manually assigned tasks?
A: No, staff do not receive automatic notifications for manually assigned tasks. However, tasks are visible in the tasks view within Arketa.
Q: Can I use a shared email for task notifications?
A: Yes, you can create a staff member with a shared email address and assign tasks to that account. Notifications will be sent to the shared inbox.
Q: How are team members notified about class coverage requests?
A: Team members receive email notifications when an instructor requests coverage for a class. By leveraging these notification features, Arketa users can streamline task management and ensure effective team communication.