Can you send an email externally once a task has been completed?
I have external forms and our client is asking if we can send external emails once a job is closed...is this possible?
help.wrike.com/hc/en-us/articles/115004742769-External-Request-Forms
@Amber, I'm not sure what you are asking. Do you mean will Wrike automatically notify the person that completed the External Form once the task/project is closed? If that is the question, i'm pretty sure it will not. 😃
Hi Amber, Marj is correct here. This does not happen - imagine you completed the task in error, then an auto-mail would be sent which might cause confusion.
I've seen two workarounds I like:
1. For a big project: Make the client a Collaborator.
2. Create a Custom Workflow that outlines that the customer needs to contacted e.g. Status: "Work Complete: Update Client'. This is simply a reminder in the Status that the Customer needs to be contacted. Once contacted you could have the final Status "Completed- Client contacted".
If anyone else can help Amber out, please share your approach 🙌