Start a conference call from a task

You can use Notify to start conference calls 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 (E.164 or short code) in number groups with phone call 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 Start conference call related link.
  3. Select one or more Recipients to send the SMS to.
  4. Click Start.
    Any conference call records created from a task are associated with that task. You can view associated conference calls from the task record in the Conference calls related list. You may need to configure the form to add the related list.