---
title: "Task Alerts on a Solicitation Record"
slug: "task-alerts-on-a-solicitation-record"
updated: 2024-01-26T19:04:15Z
published: 2024-01-26T19:04:15Z
canonical: "wiki.cobblestonesoftware.com/task-alerts-on-a-solicitation-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 Solicitation Record

### **Task Alerts on a Solicitation Record**

**Task Alerts on a Solicitation Record**

Contract Insight allows users task alerts related to Solicitation Records using the **Tasks, E-mails, & Alerts** section of the respective **Solicitation Details** screen. 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.

![Employee, End/Due Date, Notify Days, Alert Days highlighted on Tasks table](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/1(329).png)

- 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).