Sending Email on Status Change in Ontraccr Boards

📧 Sending Email on Status Change in Ontraccr Boards

Overview

Ontraccr lets you automatically send an email to assigned users when a card changes status. This helps keep team members in the loop whenever something moves to a new stage — whether it’s a quote going out, a task being assigned, or a candidate being moved to the next hiring step.

🎯 Why Use Status Change Notifications?

This feature is useful when you want to:

Keep assigned users notified of progress
Trigger follow-ups based on workflow changes
Ensure nothing gets missed when a card moves forward
Improve accountability and communication across teams

🧩 How to Enable Email Notifications on Status Change

Open the board and click the ⚙️ Settings icon.
Go to the Details tab.
Check the box labeled “Send Email on Status Change.”
Click Submit to save.

✅ Assigned users will now receive an email each time the card they’re assigned to is moved to a new status.

📋 How It Works

Triggered only when the card’s status changes (e.g., from “In Review” → “Approved”)
Email is sent only to users assigned to that card
Email includes the card title and new status for context

✅ Example Use Cases

Use Case	Why It’s Helpful
Estimating board	Notify estimator when quote moves to “Needs Review”
Recruiting board	Let HR know a candidate has moved to “Interview Scheduled”
PO tracker	Notify purchaser when card is moved to “Approved”
Safety board	Alert supervisor when an incident is moved to “Investigation Complete”

🧠 Tips & Edge Cases

Assigned user is required for the email to be sent — no email if the card has no owner
Combine with task automations to notify and assign next steps at the same time
Works best when users are actively managing cards across boards
Use this in tandem with email on card update for more complete alerting