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 do👇

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

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

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

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

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

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."

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

🔹 Within the project, complete a task such as "SOP creation."

🔹 Select the task and mark it as Done.

Step 2: Check the Connected Email Inbox

🔹 Open your Gmail inbox (or the email account you connected).

🔹 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.