Purpose

The Notification Settings page allows users to manage how and when they receive Business Outcomes notifications. By configuring notification preferences, users can stay informed about assignments, workflow activity, approvals, obstacles, and other important events without receiving unnecessary notifications.

Notification Settings help ensure that users receive timely information while maintaining control over the frequency and type of notifications delivered.

Business Value

Organizations rely on timely communication to keep work moving forward. Notification Settings allow users to receive alerts about the activities that are most relevant to their role, helping teams respond quickly, monitor progress, and stay aligned.

Using Notification Settings, users can:

• Receive email notifications for important Business Outcome events.
• Choose whether notifications are delivered immediately or as a daily summary.
• Monitor overdue High and Critical Obstacles.
• Receive workflow notifications based on standard or customized workflows.
• Reduce unnecessary notifications by selecting only the alerts they need.

By allowing users to personalize their notification experience, organizations improve collaboration while reducing notification fatigue.

Objective

The objective of Notification Settings is to give users control over when and how Business Outcomes notifications are delivered.

Notification Settings allow users to:

• Enable or disable email notifications.
• Select notification frequency.
• Configure obstacle alerts.
• Manage workflow notifications.
• Customize notification behavior based on individual preferences.

Overview

Notification Settings provides a centralized location for managing Business Outcomes email notifications.

Users can configure:

• Email Notifications
• Notification Types
• Notification Frequency
• Obstacle Notifications
• Workflow Notifications

Each setting can be configured independently, allowing users to create a notification experience that supports their daily responsibilities.

Notification Options

Email Notifications

Enable Email Notifications to receive Business Outcomes updates by email.

When enabled, users receive notifications based on the notification types they have selected.

When disabled, email notifications are not sent.

Notification Types

Notification Types determine which Business Outcomes events generate notifications.

Examples include:

• Card Assigned to Me
• Card Completed
• Card Updated
• Approval Requests
• Status Changes

Only selected notification types generate email notifications.

Notification Frequency

Users can choose how often notifications are delivered.

Immediate

Notifications are sent as soon as the selected event occurs.

Best for users who actively manage Business Outcomes throughout the day.

Daily

Notifications are grouped into a daily summary email.

Best for users who prefer fewer emails while remaining informed.

Obstacle Notifications

Obstacle Notifications monitor High and Critical Obstacles.

Users can define the number of days an obstacle may remain unchanged before a notification is sent.

This helps ensure that significant issues receive timely attention.

Workflow Notifications

Workflow Notifications generate alerts when workflow events occur.

Two workflow options are available.

Default Workflow

Uses the standard Business Outcomes workflow rules configured for the organization.

Notifications are generated based on system-defined events.

Custom Workflow

Allows administrators to configure workflow-specific notification rules.

Custom workflows may notify users when:

• Cards are Created
• Cards are Updated
• Cards are Deleted
• Cards Change Status
• Cards Move Between Workflow Stages

This provides greater flexibility for organizations with unique business processes.

How to Manage Notification Settings

Step 1

Navigate to Business Outcomes.

Step 2

Select Settings.

Step 3

Click Notification Settings.

Step 4

Select Manage Business Outcome Notification Settings.

The Notification Settings page opens.

Step 5

Enable Email Notifications.

Select the notification types you would like to receive.

Step 6

Select a Notification Frequency.

Choose:

• Immediate
• Daily Summary

Step 7

Configure Obstacle Notifications.

Specify how many days a High or Critical Obstacle may remain unchanged before an email notification is sent.

Step 8

Configure Workflow Notifications.

Choose either:

• Default Workflow
• Custom Workflow

Configure any additional workflow notification rules as needed.

Step 9

Save your changes.

Your notification preferences are applied immediately.

✔ Expected Result

Future Business Outcomes notifications follow the preferences you configured.

Note

📝 Notification Settings affect only your personal notification preferences unless otherwise configured by an administrator.

📝 Workflow notifications depend on the workflows configured for your organization.

📝 Some notifications may require Email Notifications to be enabled before they can be delivered.

Permissions

🔒 Users can manage their own notification preferences.

🔒 Some workflow notification options may only be available to administrators, depending on your organization's configuration.

Frequently Asked Questions

Will disabling Email Notifications affect other users?

No. Your notification settings apply only to your user account.

Can I receive some notifications immediately and others daily?

Notification delivery follows the frequency configured for the selected notification types.

What happens if I don't enable Email Notifications?

You will not receive Business Outcomes email notifications for the selected events.

For Obstacle Escalation, click here for further details. 

Summary

Notification Settings provide users with complete control over how Business Outcomes notifications are delivered. By selecting the events, frequency, and workflow notifications that matter most, users can stay informed, respond more quickly to important activities, and reduce unnecessary email traffic.

Whether monitoring assignments, approvals, workflow changes, or critical obstacles, Notification Settings help ensure the right information reaches the right people at the right time.