Knowledge BaseHow to use Autopilot Process SetupHow do I receive a weekly overview of my tasks on Autopilot?

How do I receive a weekly overview of my tasks on Autopilot?

Want an overview of your tasks on a weekly basis? Autopilot can send you reminders of the status of your tasks on a weekly basis and setting up, is simple.

In order to set up the weekly overview notifications, you will need to access your profile. To learn how to access your profile, see: How can I edit my user details?

Email Notification Preferences

Email Notification Preferences
  1. Expand the Email notification preference section under your profile.
    You will find the list of companies that you are a user in.  
  2. Select 'YES' under 'Send weekly activity email.'
  3. Click on Update Profile.

N.B: Weekly emails are sent out every Monday at 7 a.m

Sample View of a Weekly email notification

Sample View of a Weekly email notification