The Notifications section allows you to enter or set a rule to notify a person, team, role, or assignee when a particular workstep is started or completed.
To manage workstep notifications, do the following:
From Dashboard . Open Dashboard , click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream .In Workstream . Click Templates in the Manage group on the Manage ribbon.Select a project template, and then clickOpen from the menu.
Click Worksteps on the navigation panel. The window displays a grid listing the worksteps in the project template.Note : If the Worksteps option does not display on the navigation panel, then no worksteps have been set up for the template.
Select the workstep you want to edit.
If the workstep detail tabs do not display at the bottom of the window, click Show Details to display them at the bottom of the window.
Select the Notifications tab in the workshop details section at the bottom of the window.
Set the
Add Notification
Adds a new row in the grid where you can select another notification for the workstep.
Edit
Allows you to edit the notification options for the workstep.
Remove
Removes a notification.
Priority
Selects a priority for the notification.
Select By
Selects the type of recipient that the notification will go to, such as role, client variable, employee, or team.
Recipient
Allows you to select a recipient to receive the notification, such as the next workstep assignee, client variable, employee, or team.
Click OK .
Click one of the Save Saves the changes without exiting the window. Save & New Saves the changes and opens a new window. Save & Close Saves the changes and exits the window. Cancel Exits the window without saving your changes.
Open the Templates list.
. You can also right-click and select Open from the menu.