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Task Roundup Emails

An email is sent to users reminding them of outstanding tasks. The frequency can be set.

Written by Hylet Pistorius

ProcessPro sends scheduled roundup emails summarising your open tasks. These are separate from in-app notifications and from one-off reminder emails sent by other users.

Choose how often you receive roundups in Personal settings → Roundup email frequency (Daily, Weekly, or Monthly). A company administrator can set a company default that overrides your choice. If no frequency is set, no roundup is sent.

Roundups are sent on weekdays (Daily), Fridays (Weekly), or the 1st of the month (Monthly). Each email lists open tasks assigned to you that are due within the next month, sorted by urgency. Each task links directly to ProcessPro. Use View Task Summary to see all tasks in one place.

Below is an example of a task roundup email:

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