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Question

How do we send an automated email to a workgroup?

  • August 20, 2025
  • 1 reply
  • 78 views
J
Varsity III
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How do we send an automated email to a workgroup? We want to notfy the workgroup members via email whenever a Task is created and assigned to the workgroup. 

1 reply

jhouser
Captain II
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  • jhouser
  • Captain II
  • August 20, 2025

Hi ​@jsudak I just took a look. In an Email Template with Tasks selected as the screen, I attempted to add "workgroup email" but email doesn't exist under the Workgroup node. 

I think you would need to create a generic inquiry for this, then use it in a business event with email notification. 

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