As tasks move through status changes and assigned users, Workflows sends automatic email notifications to relevant roles. This guide explains:
Notification triggers and recipients
Use the table below to understand what events trigger notifications and which roles are notified. When you take an action, you will not receive a notification, even if you are in these roles.
Customize notification recipients
If you have Write permissions on a task group project, you can add watchers to ensure the right people are notified when important actions are taken.
To edit task group watchers:
In the workflow, click the Metadata tab.
Hover under the Watchers field and click the pencil icon.
Enter a user and select their name from the list. To remove a user, click the X next to their name.
Click ✔ to save.
Note: The task group creator is automatically set as a watcher.
The responsible team is assigned when the task schema is created and cannot be updated. To learn more, visit Configuring task schemas.