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Configure task summary

You can regularly send users a summary of their open 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 Task summary.

  5. Enable Task summary, then select the frequency.

  6. To configure the corresponding message template, click Open 'Task summary' 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 are notified about their open tasks according to your settings.