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This section can be found by navigating to Admin > Team Settings > Profile.

This is where you'll select your delivery window for Task Notifications. The hours selected here will dictate when task notifications send. If the Task Notification is triggered outside of your delivery window it will send at the start of the next delivery window.

🔸 Example: If your delivery window is set for standard business hours, 8am to 5pm, and a Task Notification is triggered on a transaction at 10pm the Notification will not send until 8am the following day.

This section can be found by navigating to Admin > Team Settings > Notifications.

Blackout Days are dates that are an exception to your notification window, which means that Task Notifications won't be sent on these dates. You can select specific holidays or days of the week.

You can create your own Custom Blackout Dates as well by clicking the Add New button.

🔸 Note: If you don't want an individual Notification to send on weekends you can simply check the "Adhere to Business Hours" checkbox upon creating/editing. Find more info here.

Due dates on Task Notifications that adhere to business hours display the day the Notification will send based on the team's selected “Blackout Days". When a due date has been adjusted due to Blackout Days an asterisk will be visible along side the due date. You can hover over the date and a pop up appears letting you know the “Date changed due to Black out dates”.

Your individual Task Notifications can be selected to Adhere to Business Hours. This means you can ensure they only send during your specified delivery window.

Checking/unchecking the Adhere To Business Hours checkbox can be done within an individual Task Notification, whether you are creating new or editing an existing. This can be found by navigating to Admin > Tasks > Edit Tasks.

The Auto-Send toggle allows you to decide if a Task Notification should be automatically sent by the system or if it should only be sent manually by a user on your team. You can toggle this on and off when creating new Task Notifications as well as editing existing Task Notifications. This can be done by navigating to Admin > Tasks > Edit Tasks.

More information on setting up Tasks can be found in these KB articles.