Actionstep allows you receive List View reports via email on a schedule that you define.
This has a wide variety of uses, for example:
- Sales team: sales pipeline
- Managers: status of all work in progress and any overdue tasks
- All staff: tasks due today
We call this feature "Heads Up".
Heads Up allows you to receive a customized email on selected days of the week with information from your Actionstep system. Typically this would be things like a list of active matters assigned to you, upcoming tasks, or matters with recent activity, etc.
Although you can technically get the same information by logging in to ActionStep it is sometimes handy to have this in an email so you can read it offline – for example on the way into the office.
To learn more click on the links below: