Alerts and Tasks in Ruly provide a flexible way to communicate with users and guide their actions within a workflow.
Alerts are designed to keep users informed by delivering real-time, record-specific event notifications. This is ideal for status updates like approvals or changes.
Tasks, on the other hand, build on this by prompting users to take action by opening the related form and forcing the user to perform an action before the task is closed. There are options to control how and where they appear, along with the ability to customize messaging, forms, and instructions.
See how this is done by watching the short video clip below.