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Create an Email Task

Summary

 Email tasks in Plumm allow you to send scheduled tasks directly via email. These can be triggered by date, event, or task completion, and can include external recipients for wider communication.


In this article

  • Before you begin
  • Step 1: Create an email task
  • Step 2: Set trigger condition
  • Frequently Asked Questions (FAQ)

Before you begin

Only the following roles can create email tasks:
  • Admin
  • Super Admin
  • Manager (with permissions for task scheduling)
Email tasks are supported with all three scheduling types:
  • By Specific Event
  • By Date and Time
  • Send Now

Step 1. Create an email task

    1. Go to Task Scheduling
    2. Click Add Schedule
    3. Select Email Task as the task type
    4. Fill in the following fields:
      • Sender – Choose the user who will appear as the sender
      • Recipients – Add one or more internal users and/or external email addresses
      • Subject – Define the subject line for the email
      • Email Body –
        • Write manually, or
        • Use AI generate based on the subject

    Step 2. Set trigger condition

    Depending on your selected method:
    • By Date
      1. Choose the event or date the email should relate to
      2. Select the Value:
        • Before – Send before the date
        • After – Send after the date
        • On – Send exactly on the selected date (value field is disabled)
    • By Task Completion
      • The email task will send only after the linked previous task has been completed

    Frequently Asked Questions (FAQ)

    1. Can I send email tasks to external users?

     Yes. You can include any valid external email address in the recipient field.

    2. Can the email content be auto-generated?

     Yes. Use the AI generate button to create content based on the subject line.

    3. Are email tasks available in all scheduling types?

     Yes. You can send email tasks via specific event, date/time, or immediately with Send Now.

    4. What happens if I choose “On” as the trigger value?

     The email will be sent exactly on the selected date or event, and the value input will be disabled.