Email notification in plans
To facilitate efficiency and workflow, an email is sent to relevant plan users when an action occurs in a plan.
The email includes details on the action and, when applicable, a link to the location in the plan where additional action can be taken or more information can be reviewed.
| Event | Email recipients |
|---|---|
| Task activation | Members of all groups that are assigned to the task receive a notification when a task is set to active. |
| Task submission | Plan owners and approvers that are assigned to the group that has submitted the task receive a notification when a task is submitted. |
| Task rejection | Members of all groups that submitted the task receive a notification when the task is rejected. |
| Task approval | Plan owners and the next in line approver receive an email notification when a task is approved. |
| Reverting a task approval | Plan owners and approvers receive a notification when a task approval is reverted. |
| Adding a co-owner to a plan | The newly added co-owner receives a notification. |
| Adding a contributor group to a task | All contributor members of the newly added group receive a notification. |
| Adding an announcement to a plan | Contributor groups assigned to active plan tasks receive a notification. |
For example, when a plan task is submitted, approvers who have been assigned to the group that submitted the task receive an email similar to this. The email would indicate the actual task name, task contributor name, and group name for the submission. The approver can click the Review submission button in the email to open the submission and either approve or reject it.
Additionally, you can send an email reminder to plan contributors from the All tasks and submissions progress section on the Overview tab.
When an individual contribution on the All tasks and submissions progress panel is in the Pending submission or Pending approval state, an email icon is active at the end of the contribution record. Click the email icon to send a reminder that action is required to members of the group identified in the Action pending column.