Version 1.4 Release Notes
Scheduling Made Even Easier
You have created great plans that will help your organization achieve results at unprecedented levels. However, keeping everyone in the loop is the key to success. In just a few clicks of the mouse, you will be able to schedule your progress updates quickly and easily as well as schedule when you send reports to other stakeholders.
Step 1: Changing the Update Email Frequency
You can change how often and when you wish to receive email updates.
A. To get started, scroll to the “Settings” icon in the top right corner à click “Progress Update Setting” (You will be directed to the ‘Schedule’ page)
From this screen, you will be able to change the frequency of email notifications from Weekly, Monthly and Quarterly.
B. Within the Updates with Weekly Frequency section, you can add as many days as you wish or as few. If you choose the Update Frequency - Weekly while creating the Plan Item Card, here is where you can schedule which days of the week you want to your users receive the Quick Update emails.
C. Within the Updates with Monthly Frequency, you have several options. Based on the day of the week, repeated during the same week during a month or specific days of the month. You have a lot of options when scheduling those Quick Update emails.
D. Within the Updates with Quarterly Frequency section, you can make the email notifications arrive every week working up to the quarterly deadline, or make it the first Monday of the month. If you want all your emails to arrive on the 15th and 30th of every month, you have that option.
E. When plan items are late receiving updates, you can modify when users will be reminded to complete their late updates with the Quick Update emails. You can set every day to receive those emails so that you get reminded until it has been updated.
F. Among the other options, you can set the time of day you wish to receive these update reminders, whether it be right in the morning or at the end of the day.
G. If you don’t want to wait until the next scheduled time to send these email update reminders, you can push Quick Update emails to all users with pending/late updates right away by clicking the “Send Progress Update Emails Now.”
Step 2: Scheduling a Report
Scheduling a report is easier than ever. If you like to receive emails on a certain time or date about a report, follow these simple steps:
A. Navigate to the “Reports” tab at the top and give it a click.
B. Once you are in the Reports screen, click on the report you would like to schedule. For this example, we will use the “Multi-Plan View Report."
C. Under the Report View, you can click on the “Schedule a Report Email” (circled in red)
D. Once you have selected the Schedule a Report Email, more options will appear including:
- Group by teams, users, plans, tags, status and levels
- Select the users you wish to send the email to on a scheduled basis
- The subject line
- What time during the day you would like the email to be sent
- Whether you want it set to Weekly, Monthly or Quarterly
- Then click “Submit”