Workflow Defaults and Alert Settings work together to help you manage how workflows behave and how notifications are delivered in AdviserLogic. Workflow Defaults allow you to define consistent settings that apply to new workflows, while Alert Settings control how and when you are notified of important events. Setting these options correctly helps ensure your team works consistently and receives timely, relevant updates.

Workflow Alerts can be set up in one of two ways

The default Workflow settings apply to every task saved. They will be applied to all tasks, even if they are created by one user and assigned to another. It is not currently possible to limit the defaults to specific tasks.

Go to Tools > Workflow Defaults. You may need to scroll down to see the option.

The workflow screen is divided into three sections.

While both Reminders and Alerts serve to notify users when tasks are due, they differ in their function within Adviserlogic.

Reminders are set based on the Due Date of a task, using the Current Date in relation to the Due Date as the trigger for the reminder notification/email.

Reminders must be set to go to a specific individual and will be triggered even if that individual has no role in relation to the task or client.
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You can set reminders from 48 hours before the due date to exactly the due date and time.

To add a reminder select the Adviser from the first drop-down, select Email from the middle field and set the Reminder Trigger Timeframe from the last field.

You will receive an Email Reminder once the conditions you have entered have been met.

Alerts are options that can trigger when things happen to the task.
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Alerts allow for internal notification instead of email, whereas Reminders are exclusively email-based.

Alerts can be sent to the Assignee, the Assigner, the Adviser for the client, or two additional roles - Client Services Manager and Practice Manager. Any user can define themselves as one or both of these roles by using Role Defaults at the bottom of the Workflow Defaults window.

To set Alerts tick the tickbox associated with an action then choose the delivery of the alert from the dropdown box. You can select Email or Internal Notification.

Next, assign the recipient from the Recipient field, these relate to the roles associated with the task, you can choose from

When choosing Notification you will receive the notification for the trigger in AdviserLogics internal Notifications center.
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Access the notification centre by selecting the Bell icon from the top right menu, A Notifications Panel will slide out. Select the Tasks tile from the bottom options of the Notifications Panel.

The Roles section at the bottom of the window allows any user to assign themself as Client Services Manager or Practice Manager by selecting the tick-boxes in the drop-down.

When you choose settings in the workflow defaults window, those settings will apply to all tasks created by the current user.
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It's important to note that different users in the same account can have their own individual settings.
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When you assign someone to a task, their defaults will not automatically apply to the task; instead, the task will retain the defaults of the person who created it.
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These settings also exist at the individual task level and can be modified there. This allows for flexibility on a task-by-task basis. However, having consistent defaults is beneficial as it helps streamline the communication of task status and importance to the user, ultimately leading to greater efficiency.