Email Notifications

System triggered email
Email typeTriggered byEmail sent to
Task start dateAssignees on the first step of the task
Task step due dateAssignees on the task step
Task step due date + 1 dayAssignees on the task step

 

Assignees' action triggered email
Email typeTriggered byEmail sent to
New data to approveWhen data collection is completedAssignees on the approval step
Task on holdWhen task step is put "On hold"All assignees on the task (data collector + approvers)
Enabled data entry during a approval stepApprover has enabled data entryAll assignees on the task (data collector + approvers)
Data modified during approval stepNew data entry or data modification during approval stepAll assignees on the task (data collector + approvers)
New commentAssignees or task creator comment in a taskAll assignees on the task (data collector + approvers) and task creator if tagged in the comment.

 

Admin's action triggered email
Email typeTriggered byEmail sent to
Creating a task starting todayAssignees on the first step of the task
Adding assignees to already started tasksNew assignees on the task step that is either in "To do", "In progress" or "On hold".

 

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