What Is Update Task Status Email
The Update Task Status Email is sent out to relevant stakeholders when the status of the task is changed. This email notifies stakeholders of the change and provides them with a link to view the task.
How to Set Up Update Task Status Email Automation
Go to the Company Settings tab within the app.
Select Settings, then choose Emails & Templates from the menu.
Enter a name for your template in the designated field and select "Update Task Status" from the dropdown menu.
Click on the "Add New Email Template" button to save your new template.
How to Edit Email Template
Click on the area in the template where you want to insert the information.
Click on the option for Dynamic Field to access the available data fields.
Select the type of information you wish to add to your template from the provided options.
Company Logo
Address
Property Manager
Reference
Inspection Type
Inspection Date
Inspector
Web Share Link
Score
Internal ID
Please Note:
Dynamic information will be displayed in the email within double square brackets [[ ]] for example [[Address]]
How to Set Up Email Automation
Auto Email
Enable this option for emails to be sent automatically based on triggers. Once ticked, the email template will become live.
Auto Email To
Add all relevant recipients who need to receive the email. Using the format Contact(Tenant) ensures that only recipients associated with the specific asset will receive the email.
Please note:
Add all relevant recipients who need to receive the email. Using the format Contact (Tenant),Contact (Owner),Inspector,Property Manager,email address,[[Asset Custom Field Name]] ensures that only recipients associated with the specific asset will receive the email.
Ensure there is so spacing between each contact/email address if you decide to send this to multiple people
Status
Selecting the "Status" box will display all statuses configured in your account. Choose the relevant status to trigger when the status is updated.
Choose Task Category
To add a task category, click the green and white "+" symbol. Then, select the task category that corresponds to your email.
Save/Delete Template
After finalising your email template and settings, click 'Save Template.' If you wish to delete the template, click 'Delete.'
For more information about creating Tasks, Please Click Here