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Notify people of a Project at any time

You can send anyone in the organization a notification about any Project at any time.

NOTE: If the Project is private, only its team members will be able to your notification.

To notify people of your Project:

  • Open the Project.


  • Click in the action bar.

  • Click in the resulting drop-down menu.

In the resulting window:




  • Enter the message you want to send in the “Reason for notification” field.

  • In the “Standard” tab, you can quickly notify people affiliated with the Project.

    • Check the box next to “People involved” to notify everyone on the Project’s team.

    • Check the box next to any Location(s) affiliated with the Project to notify everyone in those Location(s).

    • Select “Digest” to include this notification in each person’s next digest email or select “Email Now” to send an immediate email to each person.

  • In the “Custom” tab, you can notify anyone affiliated with the Project, anyone in any Location in the organization, or any specific people you want.

    • Check the box next to “People involved” to notify everyone on the Project’s team. Choose whether you want these people to be notified via their digest or an immediate email.




    • Check the box next to any Location(s) affiliated with the Project to notify everyone in those Location(s).

      Choose whether you want these people to be notified via their digest or an immediate email.

      Choose whether you want to notify everyone in this “Location and below” or “Only at this location.”

      If you only want to notify people with certain Roles in those Location(s) about the Project, add those Roles to the “Roles” field.




    • Enter the name of each Location or person you want to notify in the “Notify Others” field.

      Choose whether you want these people to be notified via their digest or an immediate email.

      Choose whether you want to notify everyone in this “Location and below” or “Only at this location.”

      If you only want to notify people with certain Roles in those Location(s) about the Project, add those Roles to the “Roles” field.

  • Click  to finalize your notification settings.

 

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