My team has created a collaborative workspace and added the Basic CRM module. We have shared this workspace with leadership at my agency, and they add Tasks to this list. I am wondering how to have an email sent to me when they add a Task so I can process it.
Hi, You can potentially have a automation created for any field when value changes send mail to you. Go to the specific CWM Board > Automation > Choose template to send notification when field changes.
