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Create your own set of custom notifications and set them to send automatically based on task triggers, such as a status change, due date, or event date.

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Step 1: Create a New ‘Custom’ Notification Template

1. Go to Settings > Notifications
2. Select + New Notification
3. Give the task a name
4. Enable the toggle for Include Notification Triggers
   • Create a rule for what triggers this notification
   • Set the Trigger Type: On Status Change, On Due Date, On Event Date
   • Set the Recipient Type: All Assigned Employees, Select Employees, Select Organization Contacts, Custom
   • Save
5. Create the Email Template
6. Save

Step 2: Attach the Task Trigger to a Task

1. Go to Tasks > Templates
2. Create a new Task Collection template or open an existing template
3. Open a task and scroll down to the Notification section
4. Open the section and select + New Trigger
5. Select a Notification Template or create a new one by clicking the + sign
6. Click to open the task trigger to review or update details, or add attachments
7. Save the Collection Template when finished