Sending Email When Assigned User is Changed in Ontraccr Boards

🔄 Sending Email When Assigned User is Changed in Ontraccr Boards
 

Overview

When the assigned user on a card changes, Ontraccr can automatically send email notifications to both the old assignee and the new one. This ensures a clean handoff and keeps everyone aware of who’s responsible for a card at any given time.

🎯 Why Use This?

Enable this feature to:

• Avoid confusion when ownership of a card changes
• Ensure both incoming and outgoing users are informed
• Improve accountability in handoff workflows
• Log clear transitions in responsibility across departments

🧩 How to Enable Email on Card Assigned User Change

1. Open the board and click the ⚙️ Settings icon.
2. Navigate to the Details tab.
3. Check the box labeled “Send Email on Card Assigned User Change.”
4. Click Submit.

✅ Whenever the assigned user(s) are changed on a card, email alerts will be sent out accordingly.

📋 How It Works

• When a user is removed from the assigned users list, they get an email
• When a new user is added, they also get an email
• Both notifications include the card title and reflect the change in ownership
• Applies to manual updates or automated workflows that modify assigned users

✅ Example Use Cases

🧠 Tips & Edge Cases

• If no one is assigned, no notification will be sent
• Works well with task automation where assignment shifts based on status
• Helps reinforce responsibility clarity in fast-moving or high-stakes workflows
• Consider pairing with status change and update alerts for full card tracking