I am pretty new to AdaptiveWork and I’m trying to understand the best approach for a Workflow Rule where an email notification is sent to the Resource and Program Manager when a Task (within a particular Portfolio) is created and/or edited.  I will provide specifics attempts I’ve made but a general question I have is: how do you determine the best actor for the rule?  I have tried to create a Workflow Rule from ‘Task’ and from ‘Resource’; each have presented challenges.  This particular portfolio is being used primarily as a virtual Inbox for task assignment and reporting on hours worked (not Project Management) though Tasks are nested under Projects.  

Note: The former is creating the emails within the Task but not emailing out.  

Workflow Rule for : 'Task'
Run time: Every time a record is created or edited
Criteria: $ParentProject.C_PortfolioName
Send Email
To: $Resource
Cc: $Parent.ProjectManager
Subject: New Task Assignment: {$Name}
Body: Hello NI want to name the Resource here but I’m not finding the correct option in Formula Options], 

You have been assigned as a resource to the following:
Task:     {GetHyperLink(CurrentObject())} 
Project:  {$Project.Name}
Due Date: {$DueDate}

Thank you, {CurrentUser().Name}

Track as Email Object: CurrentObject()

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Workflow Rule for : 'Resource'
Run time: Every time a record is created or edited
Criteria: ($WorkItem.EntityType = 'Task') && ($WorkItem.Parent.C_LPPortfolio)

Send Email
To: $Resource
Cc: {$WorkItem.Project.ProjectManager}
Subject: New Task Assignment: {$WorkItem.Name}
Body: Hello {$Resource.FirstName},

You have been assigned as a resource to the following:
Task:     {GetHyperLink($WorkItem)} 
Project:  {$WorkItem.Project.Name}
Due Date: {$WorkItem.DueDate}

Thank you, 
{CurrentUser()}

Track as Email Object: $WorkItem.Name