Emailing A Task's Link to the Team

Question

Hi,When sending an email to the team about a specific GuideCX task, I always include the task's link in the body of the email, so they have quick access to re-read the task's specifics.To get the link, I'm opening the task and copy/paste the URL that the browser is showing at the top bar.The resulting link is something like this:https://app.guidecx.com/app/tasks?project-id=410338a2-d261-4ad4-aced-38e66bc&edit-task=true&task-id=7c733a8f-57c4-4aab-a760-0982380bb&milestone-id=22544bcf-c118-4b5e-a922-290c86e9a412&task-type=regularI don't very much like the link I'm sending. We are also using Jira (for other purposes) and the Jira links look much better, like https://tylerjira.ourcompany.com/browse/ATI-2234 Sorry if the question is silly. Is there a better way to send the task's link, that I'm not aware of?

jjmcdev · Accepted Answer

Hi @flevyharaThere are no silly questions! This is what the community is for - sharing knowledge on how we use GuideCX.There may be reasons that you can’t use this method - but I have found that utilizing the Notes of the task instead of emailing outside of GuideCX will be your better method.When you are in a task, on the Notes tab - type up your email on what you need to say. At the beginning you need to decide whether this an internal note, or a Public note that will be seen by customers.You can use @ mention - to mention specific team members to make sure they are notified. You also could use @internal - to notify the entire internal team. Here is an example of a note.Here is what it looks like when a user is notified via email about the new noteSo - you can see - at the bottom - a user can utilize theView Notesbutton to go to the task in Guide CX. It will take them to the Notes tab - but they could easily switch to the details tab.Let me know if you have questions about this.

jjmcdev · Answer

Here is a Knowledge Base article on this Task Notes

** You have to be a GuideCX Admin on your account to do this**

If you want to verify that your internal team members have email notifications turned on - you can go to your Settings and choose Users

Open a user and on the User Details sidebar go to the Notifications tab.

To be honest - it’s not completely clear to me if the person assigned the task will always get a notification if a note is placed on the task - regardless of their notification settings. Hopefully someone from GuideCX can jump in and clarify.

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