Send an SMS message from a task

You can use Notify to send SMS alerts from a task record.

Before you begin

Role required: itil

Notify must be set up before you can use Notify on task. Ensure there are Notify phone numbers in number groups with SMS workflows. Also ensure the property glide.notify.task.phone_number is set to one of these Notify phone numbers.

Procedure

  1. Navigate to any task record, such as an incident or change.
  2. Click the Send SMS related link.
  3. Select one or more Recipients to send the SMS to.
  4. Enter the Message to send.
    The task record number is added to the message automatically.
  5. Click Send.
    Any SMS records created from a task are associated with that task. You can view associated SMS messages from the task record in the SMS Messages related list. You may need to configure the form to add the related list.