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Task Notifications

Notification subscriptions allow you to receive email alerts whenever certain actions are taken on a task.

  1. Navigate to a Project home page.

  2. In the Schedule section, scroll to the desired task.

  3. Click the Task icon next to the desired task, then click Subscribe.

    A new window appears containing a list of current subscriptions.

  4. Click Add.

    A new window appears containing a notification setup form.

  5. Complete the Notifications section of the form.

    Required fields are marked with a red asterisk (*). Fields in this section include:

    • Notification For: Read-only field which is automatically populated with Task.

    • Select the event: Allows you to choose from a list of various events and actions for which the notification is generated.

    • Scope: Automatically populated with the task name. To change the scope of the notification, click Change and make a new selection.

  6. Complete the Message section of the form by entering a subject in the Subject field and a message in the Body field. Various attributes can be added to the message body using the drop-down menu and object browser on the right side of the Message section.

    Depending on certain settings, the Message section may be automatically populated with text.

  7. Once complete, click Save. After the notification has been created, recipients can be added to the subscription using the Subscriptions section.

Add Recipients to Subscriptions

  1. Navigate to the Subscriptions section of the notification subscriptions form.

  2. Click one of the following toolbar buttons:

    • Add User: Opens a new window in which individual users may be selected as subscription recipients.

    • Add Group: Opens a new window in which a Group may be selected as a subscription recipient. All members of the selected Group receive the notification.

    • Add Role: Opens a new window in which a Role may be selected as a subscription recipient. All users in the selected Role receive the notification.

    • Add Contact: Opens a new window in which a Contact may be selected as a subscription recipient. You can also create a new contact from this window by clicking Create New.

    • Add Email: Expands the section to display a field in which multiple email addresses for subscription recipients may be added.

  3. Using one of the above methods, enter recipients for the subscription. Newly added recipients appear in the Subscriptions section.

    To remove a recipient, click the menu stacks button next to the recipient and click Remove.

  4. Once complete, click Save & Close.