The primary reason for inconsistent notifications and potentially missing form responses can be how the project was initially created. Projects generated through automated processes, such as Salesforce automation, often do not automatically add users as followers to tasks and forms. This means you'll only receive notifications for items you are directly assigned to. To ensure you receive relevant updates and can access form responses, consider the following:
- Check Project Creation: Determine if the project was created manually or via automation, as this impacts default notification settings.
- Adjust Personal Notification Settings: Look for a user-level setting (like "Notify me and follow all tasks created in the projects that I'm a part of") to automatically follow all new tasks within your projects. Be mindful that this can increase the volume of notifications.
- Self-Assign or Follow: For specific tasks and forms you need to track, manually assign yourself or follow them to receive updates.
- Form Response Location: Form responses are typically found in a dedicated "Form Responses" or "Submissions" section within the project or form settings. If you can't locate them, there might be a separate issue.
- Targeted Form Notifications: For specific notifications about form submissions without being overwhelmed by all task activity, your project administrator can set up template-level automations on the forms to notify only designated roles (e.g., Project Owner) upon submission.
If the notification behavior seems different from the past, it's worth checking for any recent system updates or contacting support to investigate potential backend changes. Choosing the right approach depends on your workflow and the level of detail you need to track.
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