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

Bell Lopez
Contributor
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

1 vote
Mark B Wager
Contributor
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

Max_Clark
Contributor
September 19, 2024

Just want to say this is awesome!

Like Mark B Wager likes this
trthomas
Contributor
November 15, 2024

This is the best!  Thank you so very much!

0 votes
Shawn Doyle - ReleaseTEAM
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
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.

Mark B Wager
Contributor
September 20, 2024

Hi Shawn,

True. Good point. People can replace <a href="{{page.url}}">{{page.title}}</a> for simplicity. 

And, if they are sure the page will render the URL as a link and they want to display the link instead of the page title, they could just use "Page:  {{page.url}}"

Thanks!

Mark

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