TaskRox Help & User Manual

Use the Send tab for one-to-one SMS or campaign-style multi-recipient sends. Recipients can be selected from project Contacts or entered manually as phone numbers.

SMS is for external phone-based communication. Use Messages for internal project chat and Correspondence for controlled email/formal correspondence.

SMS messages can be classified as operational, contractual, formal notice, SOPA/statutory notice, or internal-note style records depending on the selected notice class.

Formal and SOPA/statutory sends are treated as immutable records. The user must acknowledge the formal notice warning before sending, and TaskRox assigns a sequential notice number where the class requires it.

SMS supports notice metadata such as category, counterparty, clause reference, notice period, and attachment reference. This records context; it does not replace legal review of formal notices.

The Inbox groups inbound and outbound SMS by phone number so replies can be reviewed in thread context.

The Campaigns tab tracks multi-recipient sends with recipient count, sent count, delivered count, failed count, replies, opt-outs, and skipped opted-out recipients. Draft campaigns can be saved and sent later.

Carrier delivery events update sent, delivered, failed, and campaign metrics. Failed formal or statutory delivery is audit-sensitive and should be reviewed promptly.

STOP-style replies are detected as opt-outs. Opted-out recipients are skipped for future campaign sends so project teams do not keep messaging people who have withdrawn consent.