Does anyone have experience pairing Workfront with Email generating ?

Question

We have a department that is asking for Workfront to generate emails to be sent to employees (email address in a field on the custom form) based on a task being activated in the timeline. Does anyone have any experience doing/attempting anything like this that would be willing to share their findings? Any information is greatly appreciated.

Rafal_Bainie · Accepted Answer

In our instance we basically disabled all Out-Of-the-box notifications in WF and are sending our own comms using Fusion. We customly defined triggers, emails templates (with branding), etc. This is a huge lift for which we used professional services, but once you have structure in place, adding another email notification is "easy" and can be done independently with some knowledge about Fusion.
Effort will also depend on if/how many dynamic fields you would like to have in the email.

Madalyn_Destafney · Answer

Hi there, what are you considered as the action of a 'task being activated in the timeline'? When a task is ready to start? There is a native email notification (from Setup) you could use of an email goes to the task assignees when predecessors of a task assigned to them is completed. Of if you mean when a project they're on (own, have a task assigned to, etc.) is turned active/current, they get an email too.

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