Invitations, cancellations and reminders reach people

What moves

Invitations, cancellations and due reminders from Activities are delivered by the notification centre to the bell and by e-mail, following each person's preferences.

Before you start

• Activities in your plan (notifications is part of every workspace)
• Outgoing e-mail set up
• Both modules in your plan

Step by step

1. ManagerActivities Workspace

   Schedules a meeting with a reminder 1 hour before and invites two colleagues.

   You see:The activity is saved.

2. SystemNotification Centre

   Sends each invitee an invitation with the calendar attachment.

   You see:The invitation appears in the bell and the inbox.

3. SystemNotification Centre

   An hour before, raises the reminder for the owner and the attendees.

   You see:A reminder appears in the bell and by e-mail.

4. ManagerActivities Workspace

   Cancels the meeting.

   You see:A cancellation removes it from the attendees' calendars.

Related

• Activities Workspace
• Notification Centre
• Lay out a follow-up plan across a team in one request
• Logged activities feed the field sales report
• Meeting action items become assigned to-dos
• A termination raises a final pay review for payroll
• A weekly routine reappears for its owner after each completion
• Connections between modules