Staying on Top of Your SurePact Notifications and Tasks

Keeping track of your SurePact notifications and tasks is key to staying organised and ensuring that nothing falls through the cracks.

There are a few ways to manage this efficiently:

Our Recommendation:

Use the Tasks Widget on your SurePact Homepage and the Bell icon at the top of the SurePact window to quickly view all assigned tasks and updates. This gives you a centralised, real-time view of what’s happening in your SurePact environment without checking your email inbox.

Another Way:

If you prefer managing notifications through your emails, SurePact automatically sends updates to your inbox for tasks and project changes. This guide will show you how to set up dedicated folders and rules to filter SurePact-related emails, making it easy to keep track of your work.

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Outlook Email Folders and Rules

Step 1: Create a SurePact Folder

1. Right-click on your Outlook inbox and select New Folder.
2. Name the folder “SurePact” (or another name that suits your needs).
3. Click OK to create the folder.

Step 2: Set Up a Rule for SurePact Emails

1. Go to the Home ribbon and click on Rules, then select Manage Rules and Alerts.
2. In the Rules and Alerts window, click New Rule.
3. Choose Start from a blank rule and select Apply rule on messages I receive.
4. Click Next and tick with specific words in the subject or body.
5. Click on specific words, enter SurePact, and add it to the search list.
6. Click Next and select move it to the specified folder.
7. Click on specified, choose your new SurePact folder, and click Next.
8. Skip exceptions and give the rule a name like “SurePact General Emails”.
9. Click Finish and OK.
   
   

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💡 Tip: Organising Emails into Specific Folders

1. SurePact Notifications Only:

   • Set up a rule to filter SurePact notifications using the sender [e-mail] and include “notifications” in the subject or body.

   • Move these emails to a folder named “SurePact | Notifications Only” to keep them separate from tasks.

2. SurePact Tasks to Action:

   • Create another rule for SurePact tasks using the sender [e-mail] and include “task” in the subject or body.

   • Move these emails to a folder named “SurePact | Tasks To Action” to easily spot what requires your attention.
     

If in doubt, remember to check your Tasks Widget on the SurePact Homepage.

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Gmail Folders and Rules

Step 1: Create a SurePact Label

1. Along the left of your Gmail list, click Create new label.
2. Name the label “SurePact” (or another name that suits your needs).
3. Click Create.

Step 2: Set Up a Rule for SurePact Emails

1. In the Gmail search bar, click the Show search options icon (small triangle on the right).
2. In the From field, enter [e-mail].
3. Click Create filter.
4. Tick the box for Apply the label, and select your new SurePact label.
5. If you want these emails to bypass your inbox, tick Skip the Inbox (Archive it).
6. Click Create filter.
   
   

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💡 Tips: Creating Separate Labels for Notifications and Tasks

• SurePact Notifications Only:
  Create a filter using the sender [e-mail] and include “notifications” in the subject or body. Apply a label like “SurePact | Notifications Only” for easy reference.

• SurePact Tasks to Action:
  Set up another filter for SurePact tasks using the sender [e-mail] and include “task” in the subject or body. Apply a label like “SurePact | Tasks To Action” so you can quickly locate actionable items.

⚠️ Reminder: Even if you’re organising your emails, the quickest way to view and manage all your SurePact tasks is still via the Tasks Widget on your SurePact Homepage.