Currently, email rules are available for ‘Task Planning’ object and ‘Preliminary Budget’ object.
Following are the functionalities, designed to set a rule for each object.
Task Responsibility Assigned – Email is sent when a Primary/Secondary Responsible Officer is assigned to a task.
Milestone Responsibility Assigned – Email is sent when a Primary/Secondary Responsible Officer is assigned to a milestone.
Task Responsibility Changed – Email is sent when Primary/Secondary Responsible Officer get changed in a Task.
Milestone Responsibility Changed – Email is sent when Primary/Secondary Responsible Officer get changed in a milestone.
Task Creation – Email is sent when a new task is created in the Gantt.
Milestone Creation – Email is sent when a new milestone is created in the Gantt.
Task Due – Email is sent before/after Task End Date. Before/After can be defined from ‘Timeframe’ dropdown.
Milestone Due – Email is sent before/after Milestone End Date. Before/After can be defined from ‘Timeframe’ field dropdown.
Task Overdue – Email is sent before/after Task End Date when Task Progress Complete is less than 100%. Before/After can be defined from ‘Timeframe’ dropdown.
Milestone Overdue – Email is sent before/after Milestone End Date when Milestone Progress Complete is less than 100%. Before/After can be defined from ‘Timeframe’ dropdown.
Task Update – Email is sent when there is an update occurred in the start date or/and end date of a task.
Milestone Update – Email is sent when there is an update occurred in the start date or/and end date of a milestone.