Business Outcomes: Notifications
Manage BO Notifications
Email Notifications and Email Reminders can be set to update Owners and Sponsors of the Business Outcomes cards. Company Admins and Business Line Admins can update the notifications.
Email Notifications can be turned on or off, and can be set to send daily or immediately.
You can view the email template that will be sent for each notification and reminder by selecting the envelope icon on the righthand side.
When selecting the icon, you will see the sample of the email that will be sent for the given notification.
Available Email Notifications:
- Users will be notified when a card or item is assigned to them (Owners or Sponsors of the card, checklist items, or obstacle)
- Users will be notified when anything on the card changes they own or items they are assigned to (excluding sponsors)
- Dropdown selection for sponsors to be notified of either Health, Status, or Obstacles on the card (one, two, or all three of these options can be selected)
- Dropdown selection for teams to be notified when the status of a card assigned to them is moved to complete (Outcome, Project, and Deliverable cards are all options)
Available Email Reminders:
Reminders can be set by days and weeks before a due date.
- Reminder to be sent before Checklist due date
- Reminder to be sent before Obstacle due date
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