Who This Is For / When to Use
This guide is for users who:
Assign tasks to team members inside Kyrios.
Want assigned users to receive automatic email notifications.
Need notifications to trigger only for specific users or task assignments.
How Task Notification Workflows Function
A workflow listens for the Task Added event.
When a task is assigned, the workflow runs.
An Internal Notification email is sent to the assigned user.
Custom task fields can be dynamically inserted into the email.
Step 1: Create a New Workflow
Go to Automations & Workflows > Workflows.
Click + Create Workflow.
Select Start from Scratch.
Step 2: Add the Task Added Trigger
Click Add New Trigger.
From the trigger list, select Task Added.
(Optional) Add filters to limit when the workflow runs, such as:
Assigned User
Specific task criteria
Click Save Trigger.
Step 3: Add the Internal Email Notification Action
Click the + icon below the trigger.
Select Send Internal Notification.
Set Type of Notification to Email.
Configure the email fields:
From Name / From Email (optional)
Subject
Recipient User Type
Message body
You can insert dynamic task data using Custom Values (Task fields).
Step 4: Save and Publish the Workflow
Click Save Action.
Click Save or Publish in the top-right corner.
Once published, the workflow will send an email notification every time a task is assigned based on your trigger rules.
Using Custom Values in Task Notifications
To personalize notifications:
Place your cursor in the email body.
Open Custom Values.
Select values under Task (for example: task name, due date, description).
This ensures each notification contains relevant task details.
Common Issues and Fixes
Notification Not Sending
Confirm the workflow is published, not in draft.
Ensure the Task Added trigger filters are not too restrictive.
Wrong User Receives the Email
Verify the Assigned User filter.
Check the To User Type setting in the notification action.
Email Missing Task Details
Ensure task-related Custom Values were inserted correctly.
Confirm the task contains those fields at assignment time.
Frequently Asked Questions
What does the “Task Added” trigger detect?
It fires whenever a task is created and assigned to a user.
Can I limit notifications to specific users or teams?
Yes. Use filters in the Task Added trigger, such as Assigned User.
Can I notify users by SMS instead of email?
Yes. Choose SMS under Type of Notification if available for your account.
What is the purpose of the Send Internal Notification action?
It sends automated alerts to internal users when workflow conditions are met.
Can I customize the email content?
Yes. Subject, body, and custom values are fully editable.