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This step is used to set or confirm several options when setting up a MyAssistant Task.
Notification Frequency
The Sage information found by a Task are called "Notifications"; and this step controls how many emails recipients are sent about each Notification. The two options are:
Each Time the Task Runs: Recipients receive all Notifications found by the Task every time it runs.
For example: a Task looking at all JC Jobs finds 50 jobs, then emails you a list of all 50 Jobs. The Task is run again a week later and finds 52 Jobs -- you are then sent a list of 52 Jobs.
Once: Recipients are emailed each Notification once. Also referred to as "Notify Once", this is often used when only wanting to be sent new information entered in Sage.
For example: The first time a Task looking at all JC Jobs is run, it finds and sends you a list of 50 Jobs. The following week, the Task runs again and finds 52 Jobs. This time, you are only sent the two new Jobs, because you were previously notified of the other 50.
Reminder: Regardless of the option selected, all Notifications found by the Task will appear in the MyAssistant software after the Task is run.
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Separate Email for Each / "Send Once Per"
Sends information normally in one email in separate messages. When this feature is used, MyAssistant sends recipients a separate email for each unique value in the Sage field or MyAssistant formula selected.
To implement, click the dropdown and select the Sage field or formula to use for creating separate emails.
To clear the selection, click the eraser icon to the right of the dropdown.
Tip: When using the "Send Once Per" feature, any attached reports should have a prompt for the same Sage field or MyAssistant formula selected. This way the attached report on each email will not contain the exact same information.
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Click here for more information on Send Once Per.
Send in Daily Summary
Tasks that send a list in an email and have no attachments can be compiled into a once-a-day "Daily Summary" email sent to recipients.
Keep Closed Notifications
This controls whether or not MyAssistant keeps a record of the Notifications that met the Task's criteria on a previous run, but not the most recent run.
Important: This box must be checked if you're using the "Notify Once" feature (set in Notification Frequency)
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Don't Display in Live Tile
Some companies want multiple people to be able to run MyAssistant Tasks, but not create or modify them. For employees who only can run MyAssistant Tasks and send emails, companies can purchase licenses for the "MyAssistant Live Tile". This checkbox controls whether or not a Task that a company has set up can be seen or run by employees with the MyAssistant Live Tile.
Task Name
The name of the Task as it will appear in MyAssistant. New Task names will prefill with the Subject line entered in the Email step, but can be changed.
Category
MyAssistant Tasks can be placed in Categories to keep similar Tasks together and help you stay organized. Tasks can be placed in the existing Categories that come with MyAssistant, or you can create your own.
Subcategory
Subcategories are used within in Categories to keep similar Tasks together to an even greater level of organization (for example: keeping all Tasks that have to do with HR within the "HR" subcategory inside the "Payroll" category. You can use existing Subcategories create your own in existing Categories or in Categories you create.
Description
An optional field that allows you to write a brief summary of what a Task looks for/sends and the intended recipients.
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