Editing Default Notifications

By selecting the appropriate checkboxes or teams on the Notifications screen (Default Notifications tab) you can control which staff will be notified when a specific job-related event occurs.

To edit the default notificationsWorkflowMax uses notifications as a way of informing selected people when certain job-related events occur. When one of these events occurs, staff assigned to the job, team members or client contacts can be notified by email, on-screen alerts or RSS feeds.:

1. In the Business menu, select Settings > Notifications.
2. In the Notifications screen (Default Notifications tab), select who will be notified when a specific event occurs.

   Event name	What has happened	Who should be notified?
   Assigned to Job	Staff members have been assigned to a job.	Staff members who have been assigned to the job.
   New Job Cost	A new cost has been added to a job.	Staff assigned to the job, the job manager and/or team members.
   New Job Document	A new document has been added to a job.
   New Job Note	A new note has been added to a job.
   New Job Task	A new task has been added to a job.	Staff assigned to the task and/or team members.
   Milestone Completion	A job milestone has been completed.	Staff assigned to the job, the job manager and/or team members.
   Task Completion	A job task has been completed.

3. Save your changes.

 

Related Topics