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Automatic Escalation Using Task Manager

edited Oct 15, 2025 10:18AM in Planning 2 comments

Summary:

Business Requirement to maintain and monitor the Budget Cycle to make sure that all tasks completed on time and automatic Escalation mail to be triggered in case of any delay

Content (please ensure you mask any confidential information):

Dear Planning Community,

We have a business requirement related to the Task Manager functionality within the Planning and Budgeting system. Specifically, for certain tasks, when the task status becomes "Late," an automatic email notification should be sent to the first-level approver, informing them that the task is overdue along with the details of the assigned user.

If no action is taken by Approver 1 within a defined period, the system should escalate the notification by sending an email to Approver 2, and so on. This automated escalation process is intended to ensure timely follow-up and accountability, particularly for tasks related to the budget cycle, helping maintain effective control over the budgeting process.

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