How to Track Your Tasks with the Weekly Digest in Opener

1 min read

Opener used to send task emails one at a time — one per assignment, deletion, start reminder, completion reminder, completion and overdue alert. The Weekly Digest adds a single consolidated email covering all of your open tasks across every location you handle, grouped by status.

Who gets it

The digest goes to the person currently assigned to each task, based on the current assignee in Opener — so new assignments and reassignments are picked up automatically.

What the Weekly Digest is

Unlike the per-event emails, the digest does not fire on individual events. It queries Opener once a week and sends each assignee one consolidated snapshot of their open tasks, grouped by status, covering all the locations they handle. The per-event emails continue alongside it.

When the digest arrives

CadenceWeekly, Monday at 8:00 AM in your tenant's configured time zone
Snapshot taken11:00 PM the preceding Sunday, in your tenant's time zone
Data-as-of stampThe email shows a "data as of" timestamp so you know exactly when the snapshot was taken
Note

In the current build the schedule is Monday at 8:00 AM in the tenant's time zone. It can be customised on a per-tenant basis.

How your tasks are grouped

The digest organises your open tasks into five status groups, listed in priority order. Each group shows a count and the top five tasks; a View All link appears only when a group has more than five. A task can appear in more than one group when it qualifies for each.

Weekly Digest email header showing the summary counts by status

Fig 1 — The summary at the top of the digest.
#GroupWhat it contains
1OverdueOpen tasks whose due date has passed
2Completing this weekTasks scheduled to complete within the current week
3Starting this weekTasks scheduled to start within the current week
4In progressTasks currently underway
5UpcomingA catch-all for everything else assigned and not yet Complete or N/A

Overdue section of the Weekly Digest email

Fig 2 — Overdue.

Completing this week section of the Weekly Digest email

Fig 3 — Completing this week.

Starting this week section of the Weekly Digest email

Fig 4 — Starting this week.

In progress section of the Weekly Digest email

Fig 5 — In progress.

Upcoming section of the Weekly Digest email

Fig 6 — Upcoming.
Important

Completed and Not Applicable tasks are excluded from every section, every count and the summary total.

Jumping into live data from the digest

The digest gives you the weekly picture; Opener always holds the current, real-time state. The email offers two ways in, and both open live data including any changes made since the Sunday-evening snapshot.

Task links and View All link inside the digest email

Fig 7 — Task links and View All in the email.

Selecting a specific task takes you straight to that task's detail page in Opener, where you can review and update it.

Task detail page in Opener opened from the digest

Fig 8 — The task detail page in Opener.

View All takes you to the Opener task list for that status group.

Opener task list filtered to a status group

Fig 9 — The Opener task list for that group.
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