Project alerts reach the right people
What moves
Task assignments and overdue work alert the assignee; completions alert the owner; approvals alert the approvers. Each project chooses which alerts and channels it uses.
Before you start
- Both modules in your plan
- Notifications switched on for the project
- Project Management and Notification Centre in your plan
- The project is not set to Nothing (alerts aimed at a person are on by default)
Step by step
- Project managerProject Management
Switches notifications on for the project and picks which kinds to send.
You see:The project is opted in.
- Project managerProject Management
Assigns a task.
You see:The assignment is recorded.
- SystemNotification Centre
Notifies the assignee.
You see:The task appears in their bell.
- Project memberProject Management
Opens it.
You see:They start work.
Related
- Notification Centre
- Project Management
- Reassigned deals and reminders reach the right people
- Recognition alerts reach the right person
- Register activity reaches people as alerts
- A last-hour e-invoicing warning reaches the people who can act
- A manager is told a leave request is waiting
- Connections between modules