Apologies if this has been addressed before. Is there a way to send users an email notification for plan step reminders for users who aren't logging into Tessitura regularly to see reminders on the home screen? The only way I've figured out how to do this is through pulse notifications in Analytics, but those don't contain any detailed information about a step.
Thanks!
I created a Dashboard called "Steps Due w/in Next 10 Days" and set it up to distribute each Monday morning to all the Plan Workers. I use one dashboard for all workers so they can see the upcoming activity needed on all plans (we don't have too many workers in our org just yet). I also have a section on the dashboard for "Overdue Steps on All Plans" to show any step overdue that was not marked as completed. This has helped me reach those who don't login to Tess daily. I hope that helps!