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Question

Utilising Tasks

  • April 7, 2026
  • 1 reply
  • 24 views

We are trying to get our whole firm utilising the “tasks” function as a “to-do” list, to delegate work and act as “bring ups”.

Many of my colleagues have used emails for these functions for 5, 10, 15+ years. So there have been some grievances raised with transitioning to Smokeball Tasks for these specific things. 

​​Primarily issues relate to:

  1. Alerts/notifications for new tasks only showing in Smokeball (so can be missed if you do not have smokeball open on screen); and
  2. Needing to individually clear each notification for a new task/event in the “Notifications & Reminders” section (i.e., a “clear all” option would be helpful for when there is a back log).

Other than updated Smokeball features, does anyone have any tips to overcome these grievances?

1 reply

Sam King
Smokeball Team
  • Smokeball Team
  • April 7, 2026

Hey there ​@jematthews - thanks for the feedback!

  1. Yes - it’s best practice to have Smokeball open and be aware of the bell icon in the top-right. For Phone Messages (a type of Task), there is a small checkbox at the bottom that says “Notify via email”. Selecting that will email the assignee(s) once saved. So while not available for all Task types, you can utilize this feature to be emailed in the case of phone messages
  2. Duly noted! I have memorialized your request and will continue to discuss the merit of this refinement with other users

If you would like to chat about current or desired Task functionality, “thumb’s up” this comment and I’ll reach out via email to setup a call. Enjoy the rest of your day!