The only email alert on by default is Progress Emails. These list all tasks that resources should be working on and can be controlled using System Settings 12.9-12.15. It is also possible to create a rule that will send real time alerts when a task is ready to begin (when the predecessors have all been completed), but this often leads to email overload and 95%+ of customers end up turning this off.
Resource Email Alerts
When are resources (all levels, including email users) informed when an assigned task is ready to start? I've gotten mixed messages from staff-some receive them and some don't. What is the time frame when those emails get triggered?
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Thank you, Josh. I have a couple of other questions:
- What would be the best practice to use to alert email users they can work on their task? This would be separate from an alert one would receive once a predecessor to the task is complete.
- Where would I create a rule you mentioned below to send to users when a task is ready to begin? Also, when are they alerted -- when it is the actual due date or before the due date? Or is that something that is set up in the rule itself?
I would actually say the best practice is for end users to log in daily and view/collaborate on all the tasks they should be working on. This would eliminate the need for email notifications if they are in the routine of checking/updating all their tasks daily.
Regarding the rule, I would recommend installing the Email Notification Manager app over here: http://www.clarizen.com/appsmarketplace/item/Email-Notification-Manager.html
The handy app already has pre-built rules for email notifications to resources when they are assigned a new task as well as managerial notifications if dates change or a task becomes past due. You can use this as a starting point and customize the rules to your liking (ideally with your PS consultant or CSM).
Thanks, Josh. I'm mainly concerned about email users who don't have the ability to log into Clarizen. I'll try out the app and see where it takes me.