---
title: "Task Alerts on a Solicitation Record"
slug: "task-alerts-on-a-solicitation-record-1"
updated: 2026-09-15T20:02:33Z
published: 2026-09-23T13:03:35Z
canonical: "wiki.cobblestonesoftware.com/task-alerts-on-a-solicitation-record-1"
---

> ## 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 Solicitation Record

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Task Alerts on a Solicitation Record**

*04. End User General Information › E-mail Notifications & Alerts › Task Alerts on a Solicitation Record*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

Contract Insight allows users task alerts related to Solicitation Records using the **Tasks, E-mails, & Alerts** section of the respective **Solicitation Details** screen. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789500772536.png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789500809789.png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image-1789500827329.png)

Solicitation Task Alerts are sent out to the **Assigned To** employee for the task record based on the:

- Task End Date
- When the number of calendar days before the **Task End Date** are equal to the **Notify Days** entered in the task record.

**Example:** If a user enters a task **End Date** of 5/7/2018 and a **Notify Days** value of ninety (90), the system will e-mail the **Assigned To** employee for the task record on 2/6/2018 (5/7/2018 minus 90 days).

The system will also display the alert on the **Calendar** screen for the **Assigned To** employee on 5/7/2018 (**End Date**) and 2/6/2018 (90 days before the **End Date**).

- A user may add an unlimited number of tasks for a solicitation and assign the task to any employee entered into the **Employee List** screen.
- Solicitation Tasks may alert more than one employee, escalate if needed, and repeat on an interval.

**Note:** Pre-defined Workflow may automatically assign tasks to a solicitation 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 Date**, and **Notify Days** assigned.

**Note:** For the e-mails to be routed successfully please have an Application Administrator verify that:

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 e-mailer job is properly configured and scheduled to run at least daily (or better).

# 

# 2. Key Elements

- **Notifications** tab > **Tasks and Workflows** panel: each task carries its own Status, Employee, and Start Date driving when its alert fires
- **Notifications** tab > **Emails** panel shows delivered task alert emails (e.g. "Solicitation Task Alert...") with a **Resend** action
- Administration > Scheduled Jobs > **Solicitation Task E-Mails** and **Solicitation Task Escalations** are the jobs that generate these alerts, running every 30 minutes and 1 hour
- Alert emails are sent from alerts@cobblestone.software and logged permanently in the record's Emails panel