Define a communication task for a communication plan. When a plan gets attached to a table, the tasks related to the plan need to be executed to resolve the issue. You can associate multiple tasks with a communication plan.

Before you begin

Role required: sn_comm_management.comm_plan_admin or admin

You have defined a communication plan.

Procedure

  1. Navigate to All > Task Communications Management > Plan Definitions.
  2. Click the communication plan for which you want to define a communication task.
  3. Click the Communication Task Definitions related list and then click New.
  4. On the form, fill in the fields.
  5. Click Update.
    The communication task is defined for the communication plan.

What to do next

Define communication channel for the task.