Setting up Email To-Dos to send automatically

You can use this feature to set up your Email To-Dos to go out automatically on the day they are due.

In order to use this feature, first make sure that your Mail Merge Profile is setup and successfully tested.

You must have Email Templates assigned to the Email To-Do's for them to send automatically.

Click to your To-Do List

Click to your To-Do List

Click the Send Emails tab to view all of your To-Do's marked Email.

Click the Send Emails tab to view all of your To-Do's marked Email.

Check the AutoSend box.

Check the AutoSend box.

Select the Time of Day you would like your emails to be sent in the drop down.

Select the Time of Day you would like your emails to be sent in the drop down.

Click back to the View All tab in To-Dos.

Click back to the View All tab in To-Dos.

We have you do this step so that the next time you click to your To-Do List you are viewing all of your To-Dos not just your Email To-Dos.