Knowledge BaseHow to use Autopilot Process SetupHow do I receive a daily task summary of my tasks on Autopilot?

How do I receive a daily task summary of my tasks on Autopilot?

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

In order to set up the daily 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 daily task summary'
  3. Click on Update Profile.

N.B: Daily emails are sent out every working weekday morning at 7 a.m

Sample View of a Daily email notification

Sample View of a Daily email notification