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Level 3
May 8, 2020
Question

"Countdown Notifications"

  • May 8, 2020
  • 2 replies
  • 617 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

Level 4
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

Level 2
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.