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Table of Contents
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Description: Task emails are configured to send to either client users or candidate users to let them know that there is a form or action they need to complete. This enhancement introduces the concept of task reminder emails that can be triggered to task owners when a task remains outstanding.
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Step Number | Description |
1 | Locate the step in either the assessment process or requisition process the task reminder needs to be configured against and open step configuration. |
2 | Click on the Permissions tab and scroll to the bottom of the screen |
3 | Ensure that the step is configured to send a task notification email and the new option Send Task Reminder Notification Email will be available |
4 | Click the option Send Task Reminder Notification Email and choose the reminder email to trigger. Note that the reminder email will need to be configured in the email template library first. Please use the email template type Task Notificationfor client user tasks or Candidate Task Notification for candidate tasks. |
5 | Enter the number of days you require between the original task notification email being sent and a reminder email triggering. If you would like the reminder to be triggered 5 days after the original task notification, then enter 5. The system will accept whole numbers between 1 to 99. If the process is rolled back, then the task reminder period resets and will start counting from the time that the task is reopened. |
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