Bulk Approval Task Reminders

Bulk Approval Task Reminders

If you have a lot of pending tasks waiting on approval, rather than re-sending each task individually, you can bulk resend all pending tasks within your current account.

Head over to the Dashboard page.

On the right hand side, you’ll see a list of all current Pending Tasks within your Lightyear Account, both the User and the number of tasks currently pending will be displayed. 

To send an email reminder to an individual user, click the blue envelope icon beside their name.

An email reminder will be sent to the user notifying them of the pending tasks they currently have.
Please Note: If a user has 10 pending tasks, only one email will be sent.

To send email reminders to every user on the list, click the Resend All Tasks button at the top.

Warning: This feature only works for Lightyear Users. If a task has been sent to an email address of someone who is not a User, this will need to be re-sent manually from the Approvals Tab.

The email reminder for both bulk and individual will look similar to the below screenshot:

Users will be given an Action Documents button, which will redirect them to the My Tasks page within Lightyear.


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