Email Event

Email Recipient

Additional Notes

Task is assigned to your team member

The assigned to your team member

Task is assigned to a Vendr person

The internal Vendr person (SaaS Consultant or Procurement Specialist)

Task is completed

The person who assigned the task. (the assigner)

Informs the assigner of who completed the task.

Task reminder for your team member

The assigned team member

Reminds your team members about their open tasks, including deadlines, if any. Runs on Mondays and Thursdays at 9 AM ET.

Task reminder for Vendr person

The assigned internal person.

Reminds customer person about their open tasks, including deadlines, if any. Runs on Mondays and Thursdays at 9 AM ET.

Workflow is launched (same email event as when tasks are generally available to the person, see below)

Whoever has available (unblocked) tasks once the workflow launches

Mention all available tasks for the person.

A task has become available for your team member

The team member who now has available (unblocked) tasks.

A task has become available for Vendr person.

The Vendr person who now has available (unblocked) hidden tasks.

Comment was made on the intake.

All people who were mentioned either in the same comment or previously.

Some comment on a task was made that is not the “Vendr Negotiation” step

All people who were mentioned either in the same comment or previously.

Some comment on the “Vendr Negotiation” step

All people who were mentioned either in the same comment or previously as well as the SaaS Consultant and the Procurement specialist, regardless if @vendr was tagged or not.

Commented on a Workflow

Any Vendr person tagged, and also the SaaS Consultant and the Procurement Specialist.