PowerSteeringPowerSteering User GuidesAdministrator Guide Working with AgentsHow do I add a task to the Post Project Reminder Agent?

How do I add a task to the Post Project Reminder Agent?

The Post Project Reminder Agent sends email reminders to users assigned to roles on a gated project after the project has been completed. A separate task must be created for each gated object type you wish to have reminders sent for. This article describes how to add a task to the Post Project Reminder Agent.

Note: Email reminders will not be sent to No Access users or users that have been invited to PowerSteering, but have not yet logged in.

1. Click Agents

Click Agents
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Agents.

2. Click Post Project Reminder Agent

  • Click Post Project Reminder Agent.

3. Click Add

  • Click Add.

4. Enter Agent Task Details

  1. Enter agent task details.
  2. Click Submit.

Agent Task: The name of the task.

Is Active: Specifies whether the task is enabled.

Interval: Specifies how often the task runs.

Oldest Log Age: Specifies how long to retain agent task log entries.

First Run Time: Specifies the task's first run time.

Next Run Time: Specifies the task's next scheduled run time.

Expiration Date: Specifies when the task expires (if at all).

Parameters: Options specific to each agent task.

  • Subject: The email subject.
  • Project Type: Specifies which object type the reminder email should be sent for (a separate task must be created for each gated object type you wish to have reminders sent for).
  • Roles Email Should be Sent to: Specifies which roles the reminder email should be sent to. Hold the Crtl key and click to select multiple roles. Note: If a user that is not assigned to a selected role(s) wishes to receive the reminder, they can manually subscribe to the Post Production Reminder in the work's Alert Subscriptions.
  • Email Text: The email body text. Like other PowerSteering alerts, the Post Project Reminder contains a link to the related project and provides a half page of description.
  • Number of Days to Wait Before Sending Reminder: The number of days after which the work has been complete that the reminder email should be sent.

5. View Agent

  • View newly created agent.

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