Create a new Task Alert
Created by: Maximilian Fleckner
Modified on: Fri, 28 May, 2021 at 11:41 AM
Administrators of a Workspace can create Alerts via the Workspace Settings.
Task Alerts inform Workspace Members when a previously self-defined percentage of a Task's estimated effort has been reached.
Estimations are stored in the respective tasks of a project.
Below you will get step-by-step instructions on how to create a new Task Alert as an Administrator.
Create a new Project Alert
First, go to Settings from the navigation menu on the left and from here go to the Alerts tab.
Then click the Create Alert button in the upper right corner.
Enter a Name for the Alert you want to create
(e.g. "Task Alert 1_Project Manager_80%").
Under Type you select Task.
In the next line, enter the percentage value at whose consumed task budget a notification should be sent (e.g. "80").
In the last line, use the dropdown to select which of the displayed groups should be notified when your stored percentage value is reached:
All Administrators of the Workspace are notified by e-mail when the percentage value is reached
All Project Managers of the respective Project are notified by Email when the percentage value is reached
All Team Members of the respective project are notified by Email when the percentage value is reached
If you want several groups to be notified in this case, you can also create several Alerts and then store the corresponding group in each case - the same applies if Email notifications are to be sent for different percentage values reached.
Finally, after you have made all the settings for your new alert, create it with Create Alert.
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