#Configure Automated Escalation Profiles for Confide Projects

Automated escalation profiles for Confide projects can enable an automated escalation process when the Confide project contact election task is not completed within the specified time.

To access Automated escalation profiles, click the Automated escalation profiles card on the Profiles & templates page.

To define automated escalation profiles for Confide projects, click Create > Automated escalation profile for Confide project on the ribbon to open the Create escalation profile for Confide project panel and configure the following settings:

1. Profile name - Enter a name for the automated escalation profile for Confide projects.

2. Description - Enter a description for the automated escalation profile for Confide projects.

3. Stage one - Configure the following settings to define how to manage a Confide project when the Confide project election task is not completed within the specified time.

   • Select an escalation action - Select an action from the drop-down list as the first stage escalation action.

     • Lock the Confide project - With this option selected, enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. The Confide project will be locked if the election task has not been completed and has been overdue for your specified time.

     • Delete the Confide project - With this option selected, enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. The Confide project will be deleted if the election task has not been completed and has been overdue for your specified time.

   • You can choose to Send a reminder email to the task assignees before the escalation, and then select a reminder profile from the drop-down list.

   • You can choose to notify specified people when the escalation action is executed, and then add users, groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups), or enter $ to select user roles who will be notified when an escalation task is executed. Then, select an email template from the drop-down list, and the notification email will be sent in your selected email template.

   NOTE

   If you choose Auto-lock the Confide project as the first stage escalation action, you can configure the second stage escalation.

4. Stage two - When you choose Lock the Confide project as the first stage escalation, you can choose to Delete the Confide project as the second stage escalation, or not take any further action after the first stage configuration. If you choose to delete the Confide project, configure the following settings:

   • Enter a number in the text box and select Days, Weeks, Months, or Years as the unit of time. The Confide project will be deleted if the election task has not been completed and has been overdue for your specified time.

     You can choose to Use an approval process for this automated action, and then select an approval process from the drop-down list.

   • You can choose to Send a reminder email to the task assignees before the escalation, and then select a reminder profile from the drop-down list.

   • You can choose to notify specified people when the escalation action is executed, and then add users, groups (Microsoft 365 Groups, distribution groups, or mail-enabled security groups), or enter $ to select user roles who will be notified when an escalation task is executed. Then, select an email template from the drop-down list, and the notification email will be sent in your selected email template.

5. Click Save to save all your configurations.