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Notify Someone When a Task is Escalated?

Question asked by andreapasutti on Jan 6, 2017
Latest reply on Jan 6, 2017 by jesse.mchargue

I'm using Escalation in my tasks (Assign To-Do and Flexi-Task) and we find that we can only delegate or complete the task, we can't simply notify someone when it has been escalated. For example, if the task is escalated to the Manager, the Director wants to be notified that it has been escalated without being assigned a task to complete.

 

I don't want to over-engineer the workflow with loads of conditions and parallel actions and pauses and so forth. I also don't want to use a Run If after the task has been completed because that defeats the purpose of notifying someone that the task was escalated.

 

Is there any way to get this functionality? Using a condition in the "Delegate to" field? Using a formula to create the condition, setting a variable with that condition, and using the variable in the "Delegate to" field?

 

We are willing to let this go, so no rush. Just thought I would throw that out there and see if anyone in the community had any ideas. It would be nice if we had the option to CC someone in the Escalation tab.

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