Current behavior for Projects:
The option to queue and alert an Author or Reviewer will be available if we assign them to a question or section. The notification will take the form of an airplane icon appearing in the upper right corner of the project. Nevertheless, the queue and notify do not appear to work if we modify the review date or add messages to the Author or reviewer after assignment.
Current behavior for Project templates:
We don't provide the option to queue and alert for project templates.
Video recording of the behavior explained:
https://drive.google.com/file/d/1oWNnWcBQ9mw4oQs17xjSSDCDXr_LeAG8/view?usp=sharing
Expected behavior:
To enable the queue and notification feature for project templates, as well as for projects that have been assigned to authors and reviewers
User's request on this:
- Project Templates: used for due diligence questionnaires that we receive on a quarterly basis. Every quarter we create a new project from the template for the request, carry over reviewers, update responses for the quarter and then send out to Reviewers to confirm the updates. We need queue and notify later here, each project that is created using the template should be considered a new project.
- projects: Used for requests that we’ve done recently but need to be completed for a different product. We carry over reviewers, update information for the product, and need to be able to notify them using queue and notify later.
We do not use Section Ready for Review email template because it creates way too many emails and we do not want to spam all of our users. Additionally, it does not contain all the information that we would like to include. So we solely use the Queue and Notify Later email.
A warning will not suffice for our workflow. Is the product team able to include Queue and Notify Later email template for project templates and projects?
Reported company name: MFS Investment Management
Ticket number: 53915
