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Automatically Get Email Updates for completed tasks
Automatically Get Email Updates for completed tasks

Automates notifications & saves your time and effort

Updated over a week ago

Automatically Get Email Updates for completed tasks

Keeps managers updated on task progress automatically, ensures all team members are notified when tasks are completed, sends clients real-time updates on project milestones & helps with overall task tracking.

This tutorial will guide you through the process of automatically getting email updates when tasks are completed using Kroolo Projects, designed for users of all levels. Here's what you need to do๐Ÿ‘‡


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1. Navigate to Projects

Open Kroolo and log in to your account. From the main dashboard, click on the "Projects" tab to view your projects.

2. Open the Desired Project and Select Automations

Select the project for which you want to set up the email automation.

In the project view, locate and click on the "Automations" tab.

3. Click on Browse

Within the Automation tab, click on the "Browse" button to explore available automation templates.

4. Choose Gmail from the Options

From the list of automation options, select "Gmail".

5. Use the Template

Choose the template labeled "When task is completed, then send mail to Gmail."

If it's your first time setting this up, you'll need to authorize the connection to your Gmail account. Follow the prompts to grant the necessary permissions.

After authorization, customize the email content. For example, you can set the email message to say "New task completed."

6. Click Save to Finalize the Automation

Review your settings and click "Save" to activate the automation.

7. Testing the Automation

Step 1: Complete a Task Within the Project

๐Ÿ”น Within the project, complete a task such as "SOP creation."

๐Ÿ”น Select the task and mark it as Done.

Step 2: Check the Connected Email Inbox

๐Ÿ”น Open your Gmail inbox (or the email account you connected).

๐Ÿ”น You should receive an email notification confirming the completion of the task.

This setup ensures automatic email notifications for every completed task within the project, keeping you and your team informed and productive.

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