Task Configuration

Task Configuration

Overview

Task Configuration covers the settings, notifications, and automation options available when working with tasks. This section helps you understand how to customise task behaviour to meet your organisation's needs.

From notification timing to escalation policies, these settings ensure learners stay informed and accountable for their assigned learning.


What You'll Learn

Article

Description

Best For

Article

Description

Best For

Task Notifications Overview

Complete guide to all task-related notifications including email, Slack, and Microsoft Teams

Admins, Managers

Daily Overdue Task Reminders

Quick reference for configuring daily reminder emails for overdue tasks

Admins

Escalation Policies for Tasks

How to set up automated alerts when tasks become overdue

Admins, Compliance Officers


Key Configuration Areas

Notifications

Control when and how users receive task-related communications:

  • New task emails – Sent when tasks are assigned (including open-ended tasks)

  • Deadline reminders – Alerts before and after due dates (deadline-based tasks only)

  • Completion notifications – Alerts when tasks are completed

  • Daily overdue reminders – Recurring emails for overdue tasks (deadline-based tasks only)

💡 Tip: Open-ended tasks (tasks with no deadline) still trigger new task notifications, but do not generate deadline reminders, overdue notifications, or daily overdue reminders—since they have no due date.

Integrations

Extend task notifications beyond email:

  • Slack – Direct messages and team channel notifications

  • Microsoft Teams – Team channel notifications

Escalation

Automate accountability with escalation policies:

  • Overdue monitoring – System tracks tasks past their deadline

  • Manager alerts – Automatic notifications to line managers

  • Threshold settings – Configure how many days overdue before escalation

⚠️ Note: Escalation policies only apply to tasks with deadlines. Open-ended tasks are excluded from all escalation calculations.


Related Articles

  • Task Notifications Overview

  • Daily Overdue Task Reminders

  • Escalation Policies for Tasks