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How do I send a summary of tasks to my teammates daily?
How do I send a summary of tasks to my teammates daily?

You can enable the Daily summary feature that will send an email to your teammates every morning with a summary of their upcoming tasks.

Assistant avatar
Written by Assistant
Updated over a week ago

There are different ways of keeping your team informed about the tasks. For example, you can send notifications and share the task calendar using the iCal feed.

The goal is to help your teammates stay on top of their tasks and provide tools to organize their schedule. This is why we created a feature Daily task summary.

How does it work?

Every day at 8 AM, we will send a Daily task summary to your team members.

It includes all tasks assigned to the teammate scheduled for today, tomorrow and the rest of the week. If there are no tasks assigned to the teammate, the email will be skipped.

The Daily task summary will include all details needed to complete the task, for example, the date and time of the task, the address of the property and any task note.

How to activate it?

  1. Go to Settings.

  2. Click on the Preferences.

  3. Click on the Operations section on the sidebar.

  4. On the new page, use the toggle to activate the Daily task summary.

  5. Click on the Save changes button.

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