Why didn't my task email appear?
You checked a task off, expected the email in your Review queue, and nothing showed up. Almost always it's one of the five causes below.
Quickest way to find out: open the transaction, click the task, and look at the Task emails section. Each linked email shows its current status right there, which usually identifies the cause immediately.
1. The email is set to "Just notify me in-app"
What you'd see: the email shows Notified in-app {date} — not sent.
An email set to Just notify me in-app doesn't prepare a draft when its date arrives — it only posts an in-app notification. No email is created, so nothing reaches your Review queue on that date. That's the setting working as intended.
What to do:
- To send it now, use Review & send on that email. Notify-mode emails keep that button, because a notification isn't an email.
- Completing the task also prepares it for review, even if the notification already went out.
- If this email should always produce a draft on its date, change When this fires to Draft email for review. Change it on the checklist template so future deals inherit it, not just this deal.
See Delivery mode for the full explanation.
2. The email already went out
What you'd see: the email shows Sent {date}, and there's no Review & send button.
Each linked email fires once. If its date passed and it was prepared and sent, completing the task later won't produce a second copy — that's deliberate, so a deadline email doesn't send twice.
What to do: check the Done tab of your Review queue, or the transaction's activity, to confirm where it went. If you need to send it again, compose it manually from the task.
3. No recipient could be resolved
What you'd see: a card in your Review queue saying the email needs a recipient, plus a notification.
If the email's recipient role has no contact assigned on that deal — a Seller email on a deal with no seller yet, for example — DocJacket won't guess and won't send to the wrong person. It parks the email and asks you who it should go to.
What to do: open the card in the Review queue, add the recipient, and it becomes sendable. To stop it recurring, assign the contact on the deal, or set Recipients by Role on the email template so every task using it inherits recipients.
4. The task has no email linked to it
What you'd see: the Task emails section is empty.
The task simply has nothing attached — completing it was never going to produce an email. This is common on tasks created by hand, or on a checklist where the automation was set up on a different task than you expected.
What to do: link an email template to the task, or add the automation to the checklist template so it's there on every future deal.
5. The email sent automatically instead of waiting
What you'd see: nothing in Ready for Review, but the email appears under Done or in your sent mail.
If Require review before sending is off for that email, and your organization-wide review setting is also off, the email sends immediately on completion rather than waiting for approval.
What to do: if you want a review step, turn on Require review before sending for that email — or turn on Review auto-emails before sending in Settings > Organization to force every automated email to wait. See Review before sending.
Still not sure?
Check these in order:
- Task emails on the task — the per-email status line tells you most of it
- Review queue > Ready for Review — is it waiting on you?
- Review queue > Done — did it already go?
- Notification bell — a notify-mode heads-up or a needs-a-recipient alert lands here, not in the Review queue
The Review queue and the notification bell are different icons in the topbar. Prepared emails appear in the Review queue; in-app heads-ups appear in the bell. See Review Queue.