Engagement

Weekly To Do Recap

NotificationsTasks

Installing this workflow tells Sense to send every employee a Monday morning summary of their outstanding tasks, covering anything due in the current week and anything already overdue, so nothing gets missed at the start of the week.

How it works

Switch on the Monday task recap then let Sense remind employees automatically

  1. To use the Weekly To Do Recap workflow, simply install it, there's no extra configuration needed to get it running.

  2. Then, every Monday, Sense will automatically gather each person's outstanding tasks, both those due that week and anything overdue, and send them a summary email.

  3. If someone has tasks sitting in either category, the recap sets out exactly what's outstanding so they can start the week clear on what needs doing.

Common questions

What kicks this workflow off?

A fixed weekly schedule. Sense sends the recap automatically every Monday, there's no manual trigger to manage.

Who gets the recap?

All system users. It isn't limited to managers or a specific team, every employee gets their own summary.

What does the summary include?

Tasks due in the current week plus anything already overdue, so both new and lingering to-dos show up in one place.

Do employees need to do anything to start receiving it?

No. Once the workflow is installed, the recap goes out automatically each Monday with no per-person setup required.