RB User Guide > Calendar > Tasks > Assigning resources from within a job

Sending individual assignment notifications

There are 2 ways to send assignment notifications from within tasks:

• New Task

  If you assign a resource to a task while creating the task, when you click Save in the New Task panel, a popup appears asking if you want to send the assignment notification now (if you have the resource’s email address on file in RB). Click Yes. Then select notification options and send the notice. See Notifying resources individually.

• Edit Task

  If you clicked No in the popup, you can send the notification as part of a batch, or when editing the job. You can also use this method to resend an assignment notification:

  1. In the job’s Edit Job window, scroll or jump to the Tasks pane.
  2. Click the hyperlinked task to send a notice about.
  3. In the Edit Task panel, click More > Send Assignment Notification.
  4. Select notification options and send the notice. See Notifying resources individually.

NEXT: Recording acknowledgements

When a resource acknowledges an assignment, enter that information in the assigned task’s Edit Task panel of the relevant job. See Logging resources’ acknowledgements.

Reference

• Resource
• Task

Step-by-step instructions

• Entering tasks
• Notifying resources individually
• Sending batch assignment notifications/cancellations
• Logging resources’ acknowledgements