Clarity Email Reminder/Notification

book

Article ID: 209438

calendar_today

Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

I want to create an email notification sent to Project Managers so they can get a link every week to update their projects directly in the CA tool. In addition, we would like to remind them to take action if required.

Environment

Versions: 15.x

Resolution

Here are the two examples and corresponding documentation for review, that discuss sending out reminders/notification on recurring basis to keep Project Managers updated on projects.

Action items:
Action items are configured via Home > Personal > Organizer > Action Items.

  1. Action items would need to be run at each project instance.
  2. Action Items can not be triggered via Clarity Job
  3. Configure a Notification Template - Notification templates correspond to specific functional areas, such as action items: Configure Notifications and Notification Templates

Configure Processes:
This is done through Gel scripts.

  1. For notification/reminder every week across all projects you can use process/gel script for example, you can create custom actions that include custom gel script that include notification/reminder to pm's across all projects
  2. Process can be triggered via Clarity Job.