Hello, I want to know if it is possible to enable monthly task summary even if there is no changes on that particular task, solution can be via powershell/workflow/sharepoint.
Idea is that my supervisor wants to have monthly summary of all incomplete tasks and tasks created in current month.
They would love to receive mail from sharepoint with summary of all those tasks, in which they could see all the info like they see in regular summary when something changes in task.
Please give me some idea or if solution if anyone has done something like this before.
Another option is to use retention policy. Make a “dummy” list that has 1 item with 1 date column. Set a retention policy on that item to run a workflow at the date column + 1 month.
In your workflow, you will use Call HTTP Web Service action to gather up all of the items that are incomplete. You will loop on that dictionary and build a string from its items to use in your email. After sending the email, you will set the date column in the “dummy” list to today’s date.
You can manually run the workflow the first time to send out an initial summary as well as set the date up for next month.
