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Automation Rule for Incomplete Action Items/Task in Confluence - Include link to page?

Bell Lopez March 11, 2024

Howdy!

Has anyone had any luck creating an automation rule to email a user of incomplete tasks/action items in Confluence where you can include a link to the page where the incomplete action item is? 

2 answers

0 votes
Mark B Wager March 20, 2024

Hi @Bell Lopez 

You bet.  The specific code I use is:

LINK URL TO THE PAGE:  <a href="https://<YOUR SITE URL HERE>/wiki/pages/viewpage.action?pageId={{task.contentId}}">View Page with Task</a>

LINK URL TO ALL THE USER'S TASKS:  <a href="<YOUR SITE URL HERE>/wiki/home/tasks" >View All My Tasks</a>

I like to pretty it up using buttons for the above as well as providing some details of the task.

Here's the email I send out...

==============

I send TO the smart value {{task.assignee.emailAddress}}

With SUBJECT:   You have a Task due by {{task.DueDate.toBusinessDayBackwards.longDate}} on this page [{{page.title}}]

-------------------

EMAIL BODY:

<h3>CONFLUENCE TASK NOTIFICATION</h3>
Hello {{task.assignee.publicName.split(" ").first}},

<b>You have an assigned task coming due soon!</b>
<br />
<a href="https://<YOUR SITE URL HERE>/wiki/pages/viewpage.action?pageId={{task.contentId}}" style="background-color:#0052CC;color:#fff;padding:10px;text-decoration:none;border-radius:4px;font-size:14px;font-weight:bold;">View Page with Task</a>&nbsp;&nbsp;&nbsp;&nbsp;<a href="<YOUR SITE URL HERE>/wiki/home/tasks" style="background-color:#B0C4DE;color:#fff;padding:10px;text-decoration:none;border-radius:4px;font-size:14px;font-weight:bold;">View All My Tasks</a>
<br />
<b>DETAILS:</b>
<table><tr><td style="border: 1px solid lightgrey;">
<ul><li><b>Due Date:</b>&nbsp;&nbsp;{{task.DueDate.toBusinessDayBackwards.longDate}} *
</li>
<li><b>Page:</b>&nbsp;&nbsp;<a href="<YOUR SITE URL HERE>/wiki/pages/viewpage.action?pageId={{task.contentId}}">{{page.title}}</a>
</li>
<li><b>Task message:</b>&nbsp;&nbsp;{{task.body}}
</li></ul>
</td></tr></table>

Have a great day!

This email was sent by Confluence automation
<br />
<b>*</b> This "Due Date" is displayed as the actual date unless due on a weekend -> then it displays as the first business day PRIOR to the due date.

===============

Results in this email:

Screenshot 2024-03-20 at 4.32.41 PM.png

===============

I also use a GROUP to put in only the users who want to be notified in a specific space.

Screenshot 2024-03-20 at 4.26.40 PM.png

And I send another similar email via automation for PAST DUE tasks, too.

I hope this helped.

Mark

0 votes
Shawn Doyle - ReleaseTEAM
Community Leader
Community Leader
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March 11, 2024

Have you tried something like this?

automation_rule2.png

Put {{page.url}} in the email body for a link to the page.

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