Hints and Tips Library - notifications

The 'Subscription notifications and acknowledgements report' can be used to see the history of all asset subscription notifications, and whether the users have acknowledged receipt of them or not.

The 'Subscriptions by User' report shows you where users have requested to be alerted whenever particular assets are updated. It gives an indication of which assets are seen as important, and being regularly used by different parts of the business - e.g. Sales, Operations teams, etc.

Subscribe to the 'Tasks in Deliverables with No Assigned Users' report as a regular way of monitoring / identifying where current tasks are unassigned / won't progress. These tasks will also sit at the top of your Notifications area, in gold, prompting you to take action.

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If you Ignore a comment, or disagree with what’s been said, use the reply feature to ‘@’ the person who provided the comment that you are ignoring (best practice). This then notifies them via email, so any challenges can be addressed as quickly as possible, helping to prevent any delays in Final Approval.

Add an Out of Office marker from the Notifications area, so that systems users can see when you’re not available to pick up work.

Add comments into a workflow from the Notifications area – useful if you’re allocating work, as you can comment without having to access the workflow!

Access workflows directly from Notifications or emails - just click on the link!

See and manage your team’s tasks from the Notifications section - click on Team. Reprioritise work accordingly by using the drag and drop functionality.

Use the @ function (e.g. @JoeBlogs) in Mark up or generally anywhere you can post comments, to ensure that the person the feedback is for is directly notified via the system and email.

If you refer to / use the same assets on a regular basis e.g. for Sales, subscribe to those assets so you'll be notified when changes are made to them.