Removing notification messages from users’ Tasks widgets

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If you set up notification messages to appear in the Tasks widget and later decide that you no longer want users to receive notification messages through this delivery method, you can disable the delivery method.

Note: To remove a notification message from a user’s Tasks widget about a new tax organizer or a new payroll worksheet that was sent from CSA, complete the tax organizer or complete the payroll worksheet.

  1. In the Admin tab of the navigation pane, click the Templates link in the Utilities section.

    Note: If you don’t see this link, you don’t have access to this area.

  2. The templates are sorted by category in the Notification > Templates list. Click a category to view a list of notification messages.
  3. Click the title of a notification template to view the template and the delivery methods on the right.
  4. In the Delivery Method section, unmark the Create a task widget when message is delivered checkbox.
  5. Click Enter.

NetFirm CS removes all notification messages that were generated by the template from all users’ Tasks widgets.

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