This task automatically sends a custom email notification. Use this task to alert users about process events such as the start of Month End Close or completion of a key task. The email can include recipients, a subject line, a message body, and formatting options.

To create a Send Email task:

  1. Create a process in the Explorer module. 
  2. Select the Task Toolbar icon.
  3. Expand the Notification section and drag and drop the Send Email task to the process window.  
  4. Select Send Email and then select Edit.
    Configure these task parameters:
ParameterValue
NameEnter the task name.
Email fields
  • To: Enter the recipient's email address. Use a comma to separate emails.
  • From: Set the sender address. Use a comma to separate email addresses.
  • Cc/Bcc: Add any additional recipients. Use a comma to separate email addresses.
  • Subject: Enter the subject line.
  • Body: Write the email message.
Is Body HTMLSelect the checkbox if the message body includes HTML formatting.
TimeoutLeave at zero unless you want the task to wait before sending the email.
Advance Rule

Select when this task should trigger:  

  • Every time a predecessor completes.
  • All predecessors have completed.
  • First time a predecessor completes.
  1. Select OK.