Automatic task notifications keep your event timeline on track

If you've ever wished that someone would have reminded you before an important deadline passed, EventPro's Task Notification Service is what you need.  It's like a to-do list that nudges you when something needs to be done. This service monitors the status of Actions (tasks) in EventPro and automatically sends notification emails to designated recipients. 

So, to make sure that the Task Notification Service keeps you (or your co-workers) on track, you need to set up actions in EventPro.  You can attach actions to events, contacts, attendees, and more, or just make a general to-do task.  When setting up an action, you choose the User or User Group who is supposed to complete the action.  That user or user group will be the recipient(s) of the task notification email.  For complete instructions about setting up an action, see the EventPro User Manual at Chapter 11: Actions.

Once you have actions set up in EventPro, the Task Notification Service will monitor them and send notification emails as required.  In setup, you can choose how often the service will scan your database and send the notifications. The "Reminder" date on the action will determine when the "Task Reminder Notification" email is sent out.  The action's "Start" date will trigger the "Task Start Notification" email. Finally, when the action's end date/time has been reached, but the action is still not marked as "Completed", the "Task Overdue Notification" email is sent. For overdue actions, you can also set a repeat interval, so that the overdue notification is sent out at a set interval until the action is marked as "Completed". 

Task Notification Service setup is covered in the EventPro User Manual at Chapter 19: Task Notification Service.


*Please note that the Task Notification Service is available only for the Enterprise Edition of EventPro Software.


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