Never miss a beat! This quick guide will show you how to customize your Tasks List settings and set up email notifications so you can stay on top of your daily work.
✨ When You Need This Guide
You want to choose exactly which types of tasks (like Web Chat or Form Submissions) appear on your dashboard.
You need to adjust the lookback or advance warning periods for missed appointments, birthdays, or unconfirmed visits.
You want to receive a daily email summary of all your team's task alerts.
What This Covers (And What It Doesn't)
✅ Covers: Selecting active task types, configuring time intervals for specific alerts, enabling the daily summary email toggle, and adding recipient emails in ALOHA®.
❌ Doesn't Cover: Detailed descriptions of what each task tab does. For a complete breakdown of each task feature, check out our guide on how to Master Your To-Do List with ALOHA® Tasks.
Prerequisites / You'll Need
Your own individual user login credentials (rather than using a shared administrator login).
✅ How to Customize Your Tasks List and Alert Settings
Follow these simple steps to tailor your tasks page and set up your email preferences:
Navigate to Settings: Click on the Settings (
) button and select Tasks (
).Choose your task types: Under Which tasks would you like to receive from Aloha?, check or uncheck the boxes next to each task type (such as Answering Service, Form Submission, or Scheduling Leads) to control what surfaces on your list.
Set your time intervals: Customize your alert windows by adjusting the dropdown fields for:
Missed Appointments: Choose how many days ago to look back.
Birthdays: Select how many days in advance to show upcoming birthdays.
Unconfirmed Appointments: Select the time interval for unconfirmed visits.
Activate email alerts: Scroll down to the Alert Notifications section and toggle the To Do List switch to the right (blue position).
Add email recipients: In the Recipients box, type your email address. If you want these alerts sent to multiple team members, simply separate multiple email addresses with commas.
Save your changes: Click the Save Changes button at the top of the page to apply your settings.
💡 Common Questions
What You Might Notice | Why It's Happening | What to Do |
A specific task type (like Web Chat) isn't showing up on my main Tasks page. | The box next to that task type is unchecked in your task settings. | Scroll to the top of the Tasks settings page and ensure the checkbox for that specific task type is checked. |
I want to send the daily email summary to multiple people, but there is only one text box. | The field supports multiple entries but needs to be formatted correctly. | Type the email addresses into the Recipients box, making sure to separate each one with a comma. |
The notification slider is on, but we aren't receiving any daily emails. | The email addresses might contain a typo, or no task activity occurred to generate a summary. | Double-check the spelling of the emails in the Recipients box and make sure your selected task types are actively receiving new entries. |
🎉 You'll Know It's Working When
Only your selected task types appear in your main tasks list.
Your customized intervals for birthdays and appointments accurately reflect on your daily list.
Your team receives a daily automated email summary containing all active task alerts.
💬 Need Help? We're Here!
If you need any help or have any questions, our support team is ready to jump in.
📞 Phone: 800-563-0469
📧 Email: support@getaloha.com