Task Daily Digest Emails

Daily Digest Email for TASKS

We've added an email to your morning called Daily Brandle Task Digest. This email shows you all of the tasks assigned to you, and that you have assigned, that are overdue, due this week, have no due date or are UNASSIGNED. 

Here is an example of the email you will receive:

The Unassigned Tasks are created from your Inventory Search Form, if enabled. This feature allows viewers to report an issue they notice with the results presented on the form (e.g. a Contact for a POP or Ad Account is no longer with the company). When an Unassigned Task is submitted all Administrators will receive an email alert and a notification in their menu bar. Any Administrator may review Unassigned Tasks on any task table where he or she can assign the task to an appropriate team member. The Daily Task Digest provides Administrators with on-going reminders of any Unassigned Tasks that still need an "owner".

Just like Discovery and Monitoring emails, your account's Team Roles dictate which groups of users receive a Daily Brandle Task Digest. Go to the Account tab, select Team Roles, select a current Role, and then select Edit Role from the Action Menu. The window will look like this:

The Open Tasks checkbox on the left is where you designate if you want team members in a role to receive these emails or not. Note that Brandle has enabled Daily Task Digests for all current roles in your account.

You can also create a new role and include the Daily Brandle Task Digest emails for people in that new role.