Customize Task Owner Assignment Emails

By default, TaskRay sends owner assignment emails to new task owners (once the task is assigned). These assignment emails include:

• Project Name
• Task Group Name (if task belongs to a task group)
• Task Name
• Deadline

Using a combination of Salesforce's Translation Workbench and Custom Labels you can further customize the task details on the assignment emails to include additional TaskRay information or even your own task custom fields.

Enable Translation Workbench [Admin]

Before you enable the translation workbench, please read the Salesforce guide for impacts to your organization. 

1. From Setup, navigate to:
• Lightning: User Interface | Translation Workbench | Translation Settings.
• Classic: Translation Workbench | Translation Settings.
2. On the welcome page, click Enable.
3. Click Add to activate a new language (e.g. English) and select Active.
4. Click Save.

Edit Custom Label [Admin]

1. From Setup, navigate to:
• Lightning: User Interface | Custom Labels.
• Classic: Create | Custom Labels.
2. Locate and click on the label TaskRay_Email_ReassignTaskNameString. 
3. In the Translations section, click New.
4. Under Translation Information, select the Language.
5. Enter in new text. It is possible to reference TaskRay Task fields using the format {#TASKRAY__FieldName__c}. Here is sample text: {#Name} | Due: {#TASKRAY__Deadline__c} | Status: {#TASKRAY__List__c}
   
   
   Note: Customizations support standard and custom task fields.
6. Click Save.

Next time you reassign a task owner, your new customized message will be sent! 

Extra Tips!

• If you wrap the deadline field in parentheses, it will hide the field name and label when Deadline is blank. E.g. (Due: {#TASKRAY__Deadline__c})
• You can add custom HTML such as line breaks "<br/>"