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Configure new tasks briefing

You can regularly inform users about recently assigned tasks.

Prerequisite

You have the Risk and Compliance administrator function privilege.

Procedure. Procedure

  1. Click Application launcher Application launcher > Administration Administration.Configuration Configuration is displayed.

  2. Click Risk and Compliance.

  3. Under DATA MANAGEMENT, click Messages.

  4. Under Task alerts, click New tasks briefing.

  5. Enable New tasks briefing, then select the frequency and the weekday.

  6. To configure the corresponding message template, click Open 'New tasks briefing' message template. The content view of the message is displayed.

  7. Make you changes to the subject or the content.

  8. Use the placeholders on the right to insert variable text into the message. Click the relevant placeholder to copy it to the clipboard, then paste it with Ctrl + V.

  9. Click Save Save.

  10. You can send a test message to your e-mail account.

  11. Close the dialog.

The users responsible receive notifications about recently assigned tasks according to your settings.