Users can set a Task Type to auto-send an email notification or a calendar invite, using the Notifications feature. Note: This can only be done by an account administrator.
You can use any column available in the matter or task modules as a field name in a form email, including custom user fields in matters, provided there are no spaces in your matter custom user field name.
This video also explains the steps shown above with respect to creating a calendar entry. If you wish to send an email instead of or in addition to a calendar entry, re-read step 4 above.
Click here if you would like to create client form emails when tasks with external deadlines are created.