Can I add an email to send to others about a task?

Modified on Fri, Oct 16 at 9:55 AM

Subject

Applies to: All users
Purpose: Creating Task Email Notifications
Location in Ricochet: Tasks Page


Description

This article addresses how to create tasks and add email notifications in the tasks page.



Rico University content - watch the video


Resolution


1. On the Task page, click Add Task at the top right. The Create Task window opens on the right.


2.  Title comes first, and Invitees is the very next field, second from the top, above the priority and above the reminder. The box says what it wants: email addresses, separated by commas.


3. Click into the Invitees box, type an address and press Enter. Ricochet360 turns it into a tag of its own, one tag per person, and that address is now part of the task.


4. For more than one person, add the next address exactly the same way and it lands beside the first.


5. To have the reminder itself emailed out on the date and time you set, open Remind In and choose Mail. That is the dropdown that replaced the old Mail checkbox.


6. Finish the task as usual and click Create to write it, with those addresses on it. Cancel closes the window and leaves the task list as it was.




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article