Keep your team informed and promote collaboration by using notifications to alert team members about important updates to Measures, Initiatives, and other elements in real-time.
Setting up a notification
From the Control Panel click on Automation
Select Notifications
Click on the Plus icon
Under Name, enter the name of the Notification, in this example, ‘December update’.
Choose an element from the Element Type dropdown that you want to be notified about.
Select when to notify the recipient, for example, you can select to notify the recipient when the Status Equals Below Plan.
Navigate to the Elements and Recipients tab
You will be prompted to Save
Click the link button in the top right to select specific elements to be notified about, in this example, we are going to select ‘Direct Routes’
Click Save once you have made your selection
Under Quick Map Users use the checkboxes to notify the Owner and Collaborators
Select the intended Recipients from the dropdown menu
You can either use the Select None or Select All buttons
Once you are done with your selection, click Quick Map Users
The intended recipients will be displayed automatically under the element you have chosen
Once you are done with your configuration, click Save
The Notification will appear under Manage Notifications
Enabling a notification for an individual element
Once a notification template is created, you can also enable it for an individual element from its edit window. Any user can use this option to turn on specific notifications for an element.
Select Scorecard & Elements from the Control Panel
Click on Manage Elements
Open Objectives
Locate the Objective you are going to be working with, in this example, ‘Direct Routes’.
Click on the edit Pencil icon
Navigate to the Notifications tab
Check the box next to your custom notification template
You can also select the default options to notify on Any Change, Any Edit, or Any Update
Once you are done with your configuration click Save
