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To stay on top of your projects and always be aware of what you need to work on, you can opt in to receive the Daily Planner Email. If this feature is turned on, you will receive an email notification every morning which will contain the following:
- Overdue tasks
- Tasks due today
- Tasks due this week
- Any open checklist items connected to open-dated tasks
Clicking on the box next to a task or checklist name will redirect you to the task and mark the item as Completed.
You can opt in for Daily Planner Emails in the Tools and Settings.
Additionally, the Daily Planner Email can be customized by following the Customize the Daily Planner Emails instructions.
Additional Details
This section will go into more detail on what is included in the Daily Planner Email. If your Daily Planner Email is missing some of the items that you think should be included, this is a good place to start to check if the missing items meet the criteria outlined below.
Tasks
The Overdue Tasks, Due Today, and Due This Week sections contain tasks that meet some or all of the following:
- Task owner (OwnerId) matches the ID of the user receiving the email
- Task is not completed
- Task is not in a template project
- Task is not archived
- Task has an end date
- Task has an end date that is before the "end of the week"
Note: "End of the week" is defined as 7 days past the "start of the week". "Start of the week" is a JavaScript method (.toStartOfWeek()) that depends on the user's Salesforce locale setting (i.e. Sunday in the United States, Monday in Europe).
Checklist Items
The Overdue Tasks, Due Today, and Due This Week sections contain checklist items that meet some or all of the following:
- Checklist item owner (OwnerId) matches the ID of the user receiving the email (even if the task that contains the checklist item is owned by someone else)
- Checklist item is not completed
- Task that contains the checklist item is not completed
- Task that contains the checklist item is not in a template project
- Task that contains the checklist item is not archived
- Task that contains the checklist item has an end date
- Task that contains the checklist item has an end date that is before the "end of the week"
Note: "End of the week" is defined as 7 days past the "start of the week". "Start of the week" is a JavaScript method (.toStartOfWeek()) that depends on the user's Salesforce locale setting (i.e. Sunday in the United States, Monday in Europe).
Troubleshooting: User Not Receiving the Daily Planner Email [Admin]
If a user is not receiving the Daily Planner Email when expected, there are a few things that can be checked to determine the reason. If these items do not help identify the issue, please reach out to our Support Team.
- Check that the user is opted in to receive the Daily Planner Email. To do this, the user should go to Tools and Settings in TaskRay and verify that the Send Daily Planner Email setting is checked.
- Verify that the user has at least one item in TaskRay that meets the criteria outlined above.
- Check that the Daily Planner Email Job Apex has not been deleted or replaced. Follow the instructions in the Customize Daily Planner Emails article in the Change Frequency section to check this.
- Check the debug logs to verify that trDailySummaryBatch ran. To do this, go to Setup and navigate to Monitor | Logs | Debug Logs. The Daily Planner Email is generally sent around 8-9 a.m. every day, which is based on the set timezone for the Company Profile in Salesforce.