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Configuring workspace notifications

 

Prerequisites

  • Access to the Management > Workspace (KN009) menu;
  • Being a member of the management team defined in the workspace.

 

Introduction

Notifications refer to e-mails containing information on changes made to the tasks of a workspace, such as when a task changes steps or has a field edited.

 

Configuring workspace notifications

1. Access the Management > Workspace (KN009) menu.

2. Find and select the workspace whose notifications you want to configure.

3. Click on the button.

4. The screen will open in the "General data" section of the workspace.

5. Click on the Notification option, in the upper part of the screen.

6. The system will display the groups of people that can be added automatically as followers of the task. By default, all groups will be shown selected.

7. Keep the group of people you want checked so that it always follows the tasks of the workspace and receives the notifications.

Available options

  • Creator: User who created the task.
  • Reporter: User selected in the "Reporter" field on the task data screen (not necessarily who created the task).
  • Assignee: User selected in the "Assignee" field on the task data screen.
  • Workspace management team: Users who are part of the management team associated in the general data of the workspace.
  • Execution team: Users who are part of the execution team associated in the general data of the workspace.
 
 

A user who is not part of the workspace, or who is part of a group not selected on the notification configuration screen, can also follow the tasks and be notified of changes by e-mail.

To this end, they must access the board, open the desired task and, in the upper part of its data screen, on the right side, click on the Follow button.

 

 

Conclusion

With the notifications, the users related to the tasks can track their progress more quickly and take actions in their own flows.


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