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New Participant
May 8, 2020
Question

"Countdown Notifications"

  • May 8, 2020
  • 2 replies
  • 625 views

Is there a way to setup an email notification that alerts someone when a project is due, say, 90 days our? Or multiple timings, even if they're set up as multiple emails.

Anyone?

@Jonathan Yu‚ @Lynne VanHyning‚

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2 replies

New Participant
May 12, 2020

A use case we came across was needing to send reminders for lease contract milestone dates, which vary by contract. We were able to prototype a solution using project tasks with set durations and finish-start relationships, autocomplete tracking mode, and the notification setting that notifies a user when a task is ready for them to work on.

It "worked" as far as sending out a notification, but the notification emails are not customizable enough for the level of detail we needed to include in the notification.

If you have access to Fusion, you could automate a more detailed notification email to be sent out based on the due date of the task in your project.

New Participant
May 11, 2020

Hi Howard,

Yes there is. If you go to Setup > Email > Notifications > Reminder Notifications, there are options to create notifications for Projects/Tasks/Issues to send on custom criteria you set, such as 90 days before the planned completion date of a project