Email Workflow Tasks

• Email Workflow Tasks Forms part of Workflow Tasks for Investor – and Instrument Instruction.
• Also refer to Workflow Actions for more information regarding Workflow Tasks.
• To setup Email Workflow Tasks:
• Set if an User Should receive email with tasks for the day.
• Create a Job to Email Workflow Tasks – Incomplete Tasks Job.

User Setup

From the User Card select -> View Details

Set Should receive email with tasks for the day if the user need to receive email for his tasks

Incomplete Tasks Job

• Navigate to System -> Jobs, for more information refer to Automated Jobs Scheduler.
• Add “Incomplete Tasks Job” from the Available Jobs section
• Select “Incomplete Tasks Job” from the Scheduled Jobs

The following fields are available:

• Time – Select the time the report should run i.e. 6:00
• Should repeat? – If set the option “Repeat every number of hours” will be available, if set to 24 the report will run every day on the time set above
• Mail all incomplete tasks – Select an option:
• Email All Incomplete Tasks – A list of all the Incomplete task will be sent
• Email Overdue Tasks – Will send all the Incomplete task where the Due Date is before or on the day the job runs.
• Email Follow up tasks – Will send all the Incomplete task where the Follow Up Date is before or on the day the job runs.
• Send email if no tasks for users – If set, the system will still send the email even if there are no outstanding tasks.
• Send email to inactive users – If set emails will be sent even if the user is inactive
• Can only run on working days – If set the Job will only run on working days.

NOTE: Multiple Jobs for “Incomplete Tasks Job” can be created with different parameters

Last Updated on 5 years ago by Tinus Burger