Using notifications as activities in Creatio aims to expedite task management by delivering real-time updates and reminders directly to users. This facilitates timely action, enhances collaboration, and ensures that tasks are completed promptly, thereby improving overall productivity and project outcomes.

Set up the Activity notification

If you need to receive a notification as a new Activity created in Creatio, select [Notification channel] - [Activity] on the [Channel] tab.

The following fields will then appear on the page:

• Template: This is the name of the Activity that will be created. Press the [+] button to add simple macroses to the name based on the field values of the object.

• Detail [Activity mapping]: Choose the fields that should be preset when the activity is created.

  By pressing [+], a modal window will open with the following information fields:

  • Activity field: This is the field from the activity object that should be filled with a specific value.
  • Rule: This indicates how the chosen activity field should be filled. Possible options include:
  • Static value
  • Value from object

  All selected fields will be displayed in detail under [Activity mapping]

  

Review Sent Activities

If the Notification channel is set to Activity, an additional tab labeled [Activities] will be visible on the page.

This tab provides information about the activities in Creatio that were created by this notification rule. Administrators can review details such as the quantity of activities, start date and time, subject and status.