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System emails

There are two basic types of emails sent by the system: automatic notifications and a custom-created emails, normally sent to several users. 

Note: Inactive users will never receive system emails. 

Automatic job information emails

Forum updates and Inbox / Support events will typically result in automated email notifications to the user(s). 

In the following cases, automatic emails will also be sent. They contain a summary of the information usually relevant for this kind of notification and cannot be edited by the project manager. These emails will typically contain the most important information as well as a link leading to the job information page. If a person is assigned several jobs which are the subject of a notification, a single email will be sent, summarising the information.  

  • When a job is completed by the assigned user, causing a status change, the system will look for a child job (which would now be open for work). If one or more are found, all owners of those jobs will be automatically notified by email.
  • When a job is reopened for additional work. 
  • When a project manager using the function to request job confirmations from assigned users, using the function from the joblist page. 
  • When a project manager uses the function to alert matching users about work in the Shark tank, using the function from the joblist page. 

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Bulk emails from People page

Bulk email can be sent from the People page, targeting every user that matches the current filter. Email content can be created from scratch in the message window, or you can create an email template under Tools & Data to quickly reuse common messages. 

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