Email Notification Manager
Allows sending email notifications under several scenarios such as tasks running behind schedule, resource assignment, unassignment, or items being deleted.
About This App
Allows sending email notifications under several scenarios such as tasks running behind schedule, resource assignment, unassignment or items being deleted, etc.
Note: Many of the capabilities of this App, and more, are offered by the Activity Stream app – using both is not advisable as it may cause multiple copies of similar emails to be sent to users.
Installing on Sandbox?
Workflow Rules List
| Entity Type | Rule Name | Description |
|---|---|---|
| Work Item | Send Email Upon reaching 75% | The following workflow rule sends out an email to work item’s manager and appropriate project manager, whenever a work item %completion was reached at 75% or higher (email includes hyper-link to the work item) |
| Work Item | Email Project Manager whenever a work item is deleted | The following workflow rule sends an email to the project manager whenever a work item is deleted |
| Work Item | Alert PM whenever dates of top level items are updated | This workflow rule sends out automatically an email to the project manager, whenever one of the top level project’s items dates is updated. It doesn’t send an email if any work item’s date beneath that level was updated and didn’t impact the top level items date |
| Work Item | Send Email to Team & PM whenever a task was set to off track | The following workflow rule sends out an automatic email whenever a task is set to off track (typically due to failure of meeting with the deadlines) |
| Work Item | Sends out an email automatically whenever a scheduling conflict appears | The following workflow rule sends out automatically an email to work item manager and project manager when a scheduling conflict is created (impacted or impacting) |
| Assigned | Send a notification to a resource upon assignment to an active task | The following workflow rule sends out an email to a resource whenever assigned to an active task |
| Assigned | Send a notification to a resource manager upon assigning to a draft or active task | The following workflow rule sends out an email to a resource manager whenever assigned to an activedraft task |
| Assigned | Send a notification to a resource when unassigned from an active task | The following workflow rule sends out an email to resource whenever unassigned from an active task |