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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?

Pam Dye Answered

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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.

Josh Santos 0 votes
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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?

 

Thanks.

 

Pam Dye 0 votes
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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).

Josh Santos 0 votes
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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.

Pam Dye 0 votes
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