Create and schedule mail tasks
Scheduler task guide
Deliver one recurring report email from a tested notification template.
Create a mail taskDirect link to Create a mail task
Mail tasks send all relevant report rows in one email. Use table notification tasks when every row needs its own message.
Create and test the templateDirect link to Create and test the template
Create the notification template first and confirm mail settings are configured.
Configure the taskDirect link to Configure the task
Create a mail task, save it, and select the template in Mail Notification Template.
Verify before recurring deliveryDirect link to Verify before recurring delivery
Save, test where appropriate, then configure the recurring schedule.
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