This article applies to:
All workflow participants
Premium Procurement, Free Platform
Estimated time: Less than 5 mins
Overview
There are a number of different notifications that get sent during the course of running a workflow. This page provides a breakdown of what those notifications are, when they occur, who gets them, and any additional relevant details.
NOTE
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Workflow Emails
Email Event | Email Recipient | Additional Notes |
Task is assigned to your team member | The assigned to your team member |
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Task is assigned to a Vendr person | The internal Vendr person (SaaS Consultant or Procurement Specialist) |
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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. |
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A task has become available for Vendr person. | The Vendr person who now has available (unblocked) hidden tasks. |
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Comment was made on the intake. | All people who were mentioned either in the same comment or previously. |
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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. |
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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. |
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Commented on a Workflow | Any Vendr person tagged, and also the SaaS Consultant and the Procurement Specialist. |
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