User is not receiving Task Management alert notifications

Problem

A user doesn't receive a Task Management alert. Follow the steps below to help resolve the issue.

Solution

1. Check Task Management Alert Settings

2. Check Employee's Office Number

3. Check the Task Reporter and Assignee

Check Task Management Alert Settings

Make sure Task Management Alerts are enabled in the Settings.

1. Go to the navigation bar and click Settings > Operations > Task Management.

2. Click Alerts. 

Check Employee's Office Number

Make sure the Employee's Office Phone is a number that can receive SMS text messages.

1. Go to the navigation bar and click Settings > People > Employees, and edit the employee in question.

2. Confirm if the number listed as the Office Phone has SMS capabilities. 

Check the Task Reporter and Assignee

Task Management Task Assigned alerts will not be sent if the reporter assigned the task to themself. Follow the steps below to find the task and confirm whether the reporter is the same user as the assignee.

1. In ServiceTitan, go to the navigation bar and click the profile picture.

2. From the dropdown, select Task Management. 

3. Find the task the user did not receive a Task Assigned alert for (click the View all tab to see all tasks regardless of open status).

4. Check the Reporter and Assigned To fields. 

5. If the Reporter and the Assigned To are the same user, then this is why the Task Assigned alert was not sent. If the Reporter and the Assigned To fields are different users, please reach out to the Support Team for further assistance.

Want to learn more?

• See Common use cases for task management

• See Set up task management

• See Manage tasks and subtasks