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Send an e-mail summarizing current tasks

Baert, Florian
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September 4, 2024

Hi !

I tried to create a rule to summarize each user's current tasks. 

2024-09-04_13h59_24.png2024-09-04_14h00_27.png2024-09-04_14h00_46.png

The rule finds the tickets I want, but considers the “A” (“To”) field to be empty. However, the test tickets do have a person assigned to them. Do you have any idea what's preventing the e-mail from being sent?

Thanks !

1 answer

0 votes
Mary Kable September 4, 2024

Have you thought about using the Dashboard? Each user can set up a rule to view their tasks across all projects. You can also create a filter for your dashboard to see all users you wish to view their tasks across all projects as well. This would eliminate the need for an email. 

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