Status Report Emails

Roadmap can automatically send a customizable status report email, which is sent at approximately 2:00 AM your local time, based on account timezone.  The email can be sent to Roadmap users, resources, or interested parties.

Sample
Customize Content
Schedule Email Delivery
Manage Project's Subscribers
Manage Resource's Subscriptions

Sample


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Customize Content

The Status Report Email is based on the "Status Report" view in the Projects Tab .  Whatever columns you display, and the order in which you display them, is what is contained in the email.  The email format is the same as the view for most email clients.


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Schedule Email Delivery

Go to Settings and select the delivery days.


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Manage Project's Subscribers

Go to Project 360 > Project Settings > Resources. All resources assigned to work on the project are displayed. Select the checkbox to subscribe a resource. Interested Parties are external people, like clients, who do not have access to Roadmap but that you want to receive the Status Report Email.


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Manage Resource's Subscriptions

Go to the Resource 360 > Subscriptions to manage the projects included in the Status Report Email.


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