As a Wisenet User, you can set your Email Notifications preferences on how you would like to be notified about Tasks assigned to you within the application.
You can choose to set your preferences for the followings:
- New Task Assigned
- When an Assigned Task is Updated
Please note that certain preferences are only visible to certain roles as explained below.
How to Set Email Notifications Preferences
- Log in to Wisenet LRM
- On the top right corner of the screen, Click on the User icon
- These are the following preferences:
- New Task Assigned to me (Ticked by default)
- Will send a notification email to you when a Task is assigned to you by someone else
- Assigned Task is Updated (Ticked by default)
- Will send a notification email to you when a Task that is assigned to you is updated by someone else
- Sales Submission Task (Only available for Admin, User, Sales, Sales Admin)
- Will send a notification email to you when a Sales Task is created via an online Enquiry or Opportunity submission
- Learner Data Changed Task Notification (Only available for Admin, User, Student Support)
- Will send a notification email to you when a Task is created due to a Learner changing their details in the Learner App
- There is a setting to Enable Update Learner Task in the portal
- This can be set by going to LRM > Settings > Learner App Settings > Enable Update Learner Task
- Learn More: How to View and Edit Learner App Settings
- This can be set by going to LRM > Settings > Learner App Settings > Enable Update Learner Task
- Set your preferences accordingly
- Click Save
