Action Rules - Overview
‘Action Rules’ in ‘Manage Actions’ is where you define rules and set up email notifications for actions to ensure the right people get notified of new actions, approaching due dates and any responsibility, priority, workflow step and status changes.
Creating a notification email is a two-step process.
- Create the rule (define the attributes of an action e.g. ‘Overdue’ - that will trigger the notification).
- Define the notification email and its recipients.
