Wrong Sub-Task Names Are Used on Notification

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Each notification my team and I receive is labeled "Buyer's Order" changed. However, in reality, the task that changed is named something different, like "Placed Insurance". How can I modify so that proper sub-tasks names are used on the notification?

In addition, I would like to add the main task to the notification as well. The main task is the individual project that is being tracked using Tasks and Subtasks. How can I get the main task name included on the email notification?

Thanks!

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi @JonathonSDenver

    I hope you're well and safe!

    Not sure I follow.

    To add more information from the main tasks/subtasks, we'd probably need to add so-called helper columns.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some more screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Hi Andree,

    I did send more details to your workbold email address. Looking forward to your reply when you have a moment. Thank you!