SharePoint Online

Setup Alerts for Tasks in SharePoint Online


This tutorial will show you how to setup an alert in SharePoint Online.

SharePoint Online Alerts

In this example I am going to be setting up an alert to send a daily summary of all tasks completed, that will shoot off at 5pm.

Step 1

Click into your SharePoint site. Click on “Tasks” on the left hand side.

sharepoint-online-tasks

Step 2

Then click on “Tasks” in the ribbon.

sharepoint-tasks-ribbon

Step 3

Click on “Alert Me” and click on “Manage My Alerts.”

sharepoint-online-manage-my-alerts

Step 4

Click on “Add Alert.”

sharepoint-online-add-alert

Step 5

Select “Tasks” in the list and click “Next.”

sharepoint-online-tasks-alerts

Step 6

In the Alert Title section I name my alert “Daily Task Summary.” Enter your email address (by default it will most likely be already filled in), and then copy the rest of the options in the screenshot below. You can see this will be set as a daily summary that is sent at 5PM.

sharepoint-online-daily-task-summary

You can tweak the options above to perform different options. The one thing we can’t seem to figure out is how to send an alert only on completed tasks. But hopefully the above helps.


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