Forum Discussion
How to Designate a SP Task List Field to Assign a Task
I didn't think that the Tasks list for SharePoint Online worked any differently than it's server based predecessor. I'll set something up on my own tenancy tomorrow and will see if I can work out the default trigger. I always thought it was the provision of a name from the address book but that's nothing more than recall from several years ago.
As for alternatives, you might consider setting up views which are specific to a named individual and then configuring an alert to fire whenever a new item meets that view criteria.
Thanks. In this particular instance, the user is on the free version of SharePoint 2007. I don't believe it has the option for SharePoint Task lists. That's how old it is.
In SPO, I'm thinking we will need to use the "Alert Me" feature in order for people to have a task alert emailed to them, but that would require us to to go in and set up alerts for everyone that will ever get a task, and they would then get alerts for items that are not assigned to them (spammed). We want to be able to designate an individual task to an individual--not alert them every time a new task is created, modified, etc.
- Steven AndrewsJul 13, 2020Iron Contributor
WSS 3 is an oldie. I don't know too many people on that now!
I'm thinking that a Power Automate Flow might be an idea. Without wishing to get too evangelical about the product, it's a part of the O365 suite and if you've any experience with SharePoint Designer will be somewhat familiar. The one key difference is that Power Automate can connect to a whole range of products far beyond the SharePoint ecosystem.
If your kick-off event for a colleague being notified of a task assignment is consistent, then this can be built within Power Automate pretty swiftly. Automating these sort of things is a strength of the product. You could set it to fire whenever a new list item is added to be emailed to the individual. There are some template flows available to consult but let me know if you'd like any more detail.
- razor7techJul 16, 2020Brass ContributorThat's interesting--thanks. Do you happen to know what the default method for assigning a task item to an individual is for SP tasks lists?
Thanks again- Steven AndrewsJul 16, 2020Iron Contributor
I'm going from memory here but let's see where we go. Firstly in the list settings make sure that Advanced Settings --> Email Notification is turned on. When this has been activated any name that's provided to the Assigned To column should receive the email alert. This should work we creating a new List Item but sadly I can't recall if it fires for page edits.
I'm realllly hoping that's of some use for you!