-
Click the ellipsis in the Work Plan header, then select Request Updates.
-
Complete the Request Update form. Click Send Update Request button when ready.
-
Tasks: Select either Selected Tasks or Tasks Assigned to Me. You may want to select Tasks Assigned to Me to send yourself regular reminders to update your status.
-
Select Fields: Use the drop down menu to choose which fields you want updated by the recipient(s).
-
Schedule: Select either Send Now, Daily (specific days & time), or Monthly (specific day of the month).
-
Enter a Message: This message will be in the email body requesting updates.
-
- Updated