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Processes - Email Notifications Stopped?

Begär demo

This quarter, I have stopped receiving email notifications as my contributors and approvers complete their tasks. Was this removed from the functionality? I haven't changed anything with my settings around notifications.

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  • Mike Davis

    Hi Jenn!

    Hmm... good question.

    If you were previously were creating stand alone Tasks, you should receive notifications when a Task is complete. If those Tasks are now created inside a Process, you will only get notified when the entire process completes. There's not been any identified changes there. Is what you are seeing beyond this, i.e. no notifications for approvals within Processes?
     
    I should add too that we have seen requests to "watch" or follow tasks as they progress through the process. I'd be happy to log a request there for you too.
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  • Katie Hurt

    Hey Mike Davis, is this still the case for only receiving notifications when a process has been completed? It would be very helpful to be notified when a task within the process is completed. We have preparers and reviewers as one task and then our financial reporting team ties out once the reviewer has approved. 

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  • Mike Davis

    Hi Katie!

    Yes, this is still the case. Currently, the user who created a process receives email notifications only upon the completion of the overall process, not after each individual Task or step is completed. However, during the Process, specific roles like Assignees or Approvers receive notifications relevant to their Task or Approval completion.

    If you are looking for notifications when a Task within the process is completed, this functionality is not standard and exploring manual workarounds, such as setting up custom reminders or notifications for specific tasks, is suggested today.
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  • Julie Hilsher

    Hi Mike - One of my users told me she is no longer receiving an automated email when her certification process is complete. She has them set to 'Automatically' close the process. She used to receive an automated email once the last task in a process was completed, but she has not received one for the past month. We would like to retain that functionality, as we use it for control purposes.

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  • Mike Davis

    Thanks for bringing this up, Julie. Here's some things to test out.

    1. Verify Email Notification Settings:
      - Ensure that the process is set to send email notifications. This can be configured in the process properties. If the process is set to "Automatically" close, it should still send notifications unless explicitly disabled.
     
    2. Check Email Delivery:
      - Notifications are sent from notifications@app.wdesk.com. Ask the user to check their spam or junk folder and add this email address to their contacts to ensure delivery.
     
    3. Review Process Configuration:
      - Confirm that the process includes certification actions and that the email notifications for these actions are not disabled. You can also customize the email notifications for certification actions if needed.
     
    4. Automated Reminders:
      - Automated reminders are sent three days before, on the due date, and every day for three days after the due date. Ensure these reminders are enabled and configured correctly in the process settings.
     
    5. Technical Troubleshooting:
      - If the issue persists, clear the browser cache and history, then refresh the page. If this does not resolve the issue, consider submitting a support ticket to investigate further.
     
    If these steps do not resolve the issue, please let me know, and we can explore additional troubleshooting options.
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