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Create a High Prio Task Notifications Workflow

A SharePoint Online Exercise by Peter Kalmstrom

SharePoint logoWhen users work with tasks in SharePoint, it is efficient if they have e-mail notifications when a task with high priority has been created for them. When the e-mail also contains a link to the task that opens in edit mode, the user can quickly see what it is all about and make any changes to the task form.

In the demo below Peter Kalmstrom, CEO of kalmstrom.com Business Solutions and Microsoft certified SharePoint specialist and trainer, explains how to create a workflow that sends an e-mail notification to the assignee when a new task is marked with high priority.

Steps to create a notification workflow

  1. Create a new Tasks list workflow in SharePoint Designer 2013.
  2. Set the workflow to start each time a new item is created.
  3. Set the condition to "if the current item Priority is High".

    SharePoint Designer Workflow Condition

  4. Set the action to "Send Email".
  5. Define that the e-mail should be sent to the e-mail address of "Assigned To"
  6. Enter an e-mail subject with a lookup to the current item task name.
  7. In the e-mail body, add and a link to the Task list's edit form and the ID of the current task.
  8. Publish the workflow.

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