About This App
Allows sending email notifications under several scenarios such as tasks running behind schedule, resource assignment, unassignment or items being deleted, etc.
Note: Many of the capabilities of this App, and more, are offered by the Activity Stream app – using both is not advisable as it may cause multiple copies of similar emails to be sent to users.
Installing on Sandbox?
Workflow Rules List
|Entity Type||Rule Name||Description|
|Work Item||Send Email Upon reaching 75%||The following workflow rule sends out an email to work item’s manager and appropriate project manager, whenever a work item %completion was reached at 75% or higher (email includes hyper-link to the work item)|
|Work Item||Email Project Manager whenever a work item is deleted||The following workflow rule sends an email to the project manager whenever a work item is deleted|
|Work Item||Alert PM whenever dates of top level|
items are updated
|This workflow rule sends out automatically an email to the project manager, whenever one of the top level project’s items|
dates is updated. It doesn’t send an email if any work item’s date beneath that level was updated and didn’t impact the top level items date
|Work Item||Send Email to Team & PM whenever a task was set to off track||The following workflow rule sends out an automatic email whenever a task is set to off track (typically due to failure of meeting with the deadlines)|
|Work Item||Sends out an email automatically whenever a scheduling conflict appears||The following workflow rule sends out automatically an email to work item manager and project manager when a scheduling conflict is created (impacted or impacting)|
|Assigned||Send a notification to a resource upon assignment to an active task||The following workflow rule sends out an email to a resource whenever assigned to an active task|
|Assigned||Send a notification to a resource manager upon assigning to a draft or active task||The following workflow rule sends out an email to a resource manager whenever assigned to an activedraft task|
|Assigned||Send a notification to a resource when unassigned from an active task||The following workflow rule sends out an email to resource whenever unassigned from an active task|