Working with Task Communications Management
The section covers topics that help you with a variety of technical concepts related to Task Communications Management such as creating communication plan definition, task definition, channel definition, and contact definition.
- Define a communication plan
Define a communication plan for a task record to specify communication task and contact definitions. When specified conditions for the plan definition are met, the communication plan and its associated records are automatically attached to the task record, eliminating manual effort. - Define a recipient list for communication contact
A recipient list lets you specify a filter to fetch a list of users. Use the recipient list as the contact for a particular communication plan. - Create a plan type
Create the communication plan type and specify whether the plan type is applicable globally or to a particular table. When you create the communication plan type, it is referenced in the communication plan definition. The type of the communication plan helps you to filter the plan by its type, generate a report of a particular plan type, or create SLAs for any communication plan. - Create a task type
Create the communication task type and specify whether the task is applicable to a particular table or is globally applicable. The communication task type helps you to filter a task by its type, generate a report of a particular task type, or create SLAs for any communication task. - Define contact responsibilities
Define the different contacts or target audience involved in the communication process and their responsibility to understand the expectations from those contacts throughout the process. - View communication channel configuration
View the configuration of different communication channels that are used to contact the target audience in the communication process. By default, the communication channels available are email, SMS, Slack, and conference. - Configure Slack for a communication task
Configure Slack as a mode of communication for a communication task to send direct message to the users.
Parent Topic:Task Communications Management