5.14 Release Show and Tell
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Description: Task emails are configured to send to client 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.
How this helps: This configuration is available on requisition and assessment steps that have be configured to send task emails. It allows for automatic reminders to help prevent bottlenecks in the process.
Update - May 2022: Task Reminder Configuration is not currently available on tasks that use the configuration options Multiple Assessors Per Candidate or Uses Pre-Allocation.
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   Note that reminder task email configuration will not be available if Multiple Assessors Per Candidate or Uses Pre-Allocation configuration is selected. |
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 Notification or Candidate Task Notification. |
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. Note that task reminder emails are triggered at 4am on the morning of the configured day. If the process is rolled back, then the task reminder period resets and will start counting from the time date that the task is reopened. |
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