Sending a Notification

 

When you create or edit an application item such as a document or issue you can choose to notify other team members of your actions. Additionally, as the status of an item changes, you may want to notify other users that the item exists.

To send a notification to other team members:

  1. Open the Item Details window for the item you are sending a notification about.
    Note:
    This procedure focuses on sending notifications after an item has already been created. You also have the option to notify team members when you are creating or adding an item. For details about doing this, see procedures for creating specific items.
  2. Click the Actions tab and click Send Notification.
  3. In the Notification Comments box, type any comments to include with the notification.
  4. Choose the people to whom you want the notification sent:
  1. To choose an individual member, select the Notify checkbox next to the name.
  2. To select everyone in the Project, select the Notify checkbox next to Everyone Else (in this Project).
  3. To select team members that are not in the current list, click Browse Member Directory and select team members with the User Selector. For details about using the directory to select team members, see Using the User Selector.
    Once additional members have been added, select the Notify checkbox next to each name.
  1. Click Save & Close to send the notification and close the window.

 

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