Schedule Notifications when Work About To Start

To schedule notifications when work about to start, follow the steps below.

  1. Go to Web App > Navigation Menu > Notifications.
    Note: If the Notifications module is missing from the navigation menu, it may not be enabled for the web app. Contact your administrator for assistance.
  2. In the Notifications page, click the + Add Notification button located on the top right corner.
  3. Enter a title for the notification in the Name textbox.
  4. Select Notify When as Work is about to start.
  5. In the Buffer time (mins) field, specify the time interval, in minutes, at which reminder notifications are sent before the work is scheduled to start.
  6. Optional: If you want to schedule notification for a single work process, select one from the For dropdown.
    If you want to schedule notifications for all work processes, you can ignore this step.
  7. In the Delivery Rule section, do the following:
    1. Select the notification delivery options as per your requirement.
      • Email: Allows you to send notification via Email.
      • SMS: Allows you to send notification via SMS.
      • Sync & Web-Notifications: Allows you to send web notifications.
    2. For the To field, select the recipients to whom you want to trigger the notification.
    3. In the External Email Addresses field, enter the email addresses to which you want to trigger email.
    4. In the Subject field, enter the subject line for the notification.
      Click the pick fields icon to add fields such as employee name, employee, and last sync time in the subject line.
    5. In the Message Body field, enter the notification content.
    6. In the Link Expire in field, set the duration for link expire if the message body contains any links.
  8. Click Save.