---
title: "Task Alerts on a Contract Record"
slug: "task-alerts-on-a-contract-record"
updated: 2024-01-29T15:14:01Z
published: 2024-01-29T15:14:01Z
canonical: "wiki.cobblestonesoftware.com/task-alerts-on-a-contract-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Alerts on a Contract Record

### **Task Alerts on a Contract Record**

**Contract Tasks: Alerts**

CobbleStone® allows users to add task alerts related to contract records using the **Tasks, E-mails, Workflow & Alerts** section of the respective **Contract Details** screen. **Contract Task Alerts** are sent to out to the **Employee Assigned to** for the **Task Record** (not the Employee assigned to the Contract Record).

If enabled by the System Administrator and supported by your email provider, an calendar placeholder will be sent to the **Employee Assigned To**'s email. Calendar placeholders are set based on the **Start Date** and **End/Due Date** of Task alerts, Contract End Date Alerts, and E-Sourcing Bid Close Date alerts.

Each of the items below are needed for construction of a task alert:

![Task Grid with Dates Highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(379).png)

1. **Task End/Due Date:** The date on which the task is due for completion.

2. **Notify Days Date**: When the number of calendar days before the **Task End/Due Date** to determine on what date the user is notified of the task.

**Example**: A user enters a task **End Date** of 12/31/2019 and a **Notify Days** value of ninety (90):

The system will automatically generate an e-mail alert and send it the Assigned To employee for the Task record on 10/2/2019 (12/31/2019 minus 90 days).

The system will also display the alert on the My Calendar screen for the Assigned To employee (of the task) on 12/31/2019 (Task End/Due Date) and 10/2/2019 (90 days before the Task End/Due Date).

**Notes:**

- A user (with the proper permissions assigned) may add an unlimited number of tasks for a contract and assign the task to any employee entered into the Employee List.
- Contract Tasks may alert more than one employee.
- Contract Tasks can have an escalation specified (if needed) to alert a specified **Escalate To** employee if the Task is not either Completed/Approved or Cancelled/Rejected by the Task End/Due Date.

![Escalate To on Task Details](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1667496225108.png)

- Contract Tasks can have an auto-repeat/recurrence specified on an interval.

![Task Recurrence Alert Assignment](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(42).png)

Pre-defined Workflow may automatically assign tasks to a contract record as configured by an Application Administrator. The operations for the e-mail alerts and calendar alerts remain consistent with the instructions above, provided the Task Record has a valid **Assigned To** employee, **Task End/Due Date**, and **Notify Days** specified.

For the e-mails to be routed successfully, please have an Application Administrator verify the following:

1. The employee's e-mail address is correct in the **Employee Manager Screen**.

2. The task end date and/or notify days (less than the task end date) is future dated.

3. Your organization’s internal e-mail system is not blocking e-mails from the CobbleStone®systems.com domain (or blocking emails from the internal server).

4. The **Task Email Job** is properly configured and scheduled to run at least daily (or better).

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/task-alerts-on-a-contract-record-image-5l5db6ck.gif)