Task Completion Email Notifications – Territory-Based Logic

Task Completion Email Notifications – Territory-Based Logic

When a task is marked completed, URVA automatically sends email alerts based on specific conditions:

Who Receives the Email?

  • The reporting manager of the user who completed the task.

  • The second-level reporting manager (manager’s manager).

  • Any user with a designated role (e.g., Manager, Auditor) configured to receive completion alerts.

Territory-Based Logic

  • The user completing the task may or may not have a territory assigned (depending on your configuration).

  • Emails are sent only if the recipient’s assigned territory matches the customer’s territory involved in the task.

  • If the user in the specified role does not have the matching territory, the email will not be sent.

Steps to configure the trigger:

1. From URVA home page, go to Admin Settings.
2. Go to Triggers and then configure the trigger. (click here to know more about create triggers).
3. Under Action, select action, template and then Receiver either Task Creator Manager & his manager or Task Territory Assigned Users.



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