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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Define a communication task

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.

FieldDescription
Communication plan definitionUnique name of the communication plan definition that you are defining the task for.
NameUnique name for the communication task definition.
TypeType of task, such as internal communication, that is applicable globally or to a particular table. Note: The value in the Type field helps you to filter a task by its type. The value also helps to generate a report of a particular task type or to create SLAs on any communication task.
ApplicationApplication scope of the task definition. The task definition is available for all applications or for scoped applications.
OrderOrder that the communication tasks appear in the plan. This field indicates which communication task to execute first.
ActiveOption to define whether the task is active or not.
DescriptionDetailed description of the task definition.
Communication frequencyFrequency of the communication task execution. You can send the notification once or the notification can be repeated.
DurationTime by which you want to send a notification. For example, if the communication frequency is One time and the Duration is 15 minutes, then the notification is sent only once in 15 minutes. If the communication frequency is Recurring, then the notification is sent every 15 minutes.
  1. Click Update.

    The communication task is defined for the communication plan.

What to do next

Define communication channel for the task.

Parent Topic:Define a communication plan

Related topics

Define a communication channel

Define a communication contact