Notifications

Too many notifications are bad, but no notifications are bad. We tried to find the middle ground with the notification settings outlined here.

NOTIFICATION SENT:

• Assignees when the form is published

• When something is re-assigned the person receiving the ball.

• When a user is listed in a form (CC or Attendee) a notification is sent when published only.

• When using the Distribution button (duh).

REMINDER NOTIFICATIONS FOR ASSIGNED ITEMS SENT:

• 5 Days before if Due Date is over 5 days from Publish Date

• 3 Days before if Due Date if less than 5 days from Publish Date

• No reminder if Due Date is less than 3 days from Publish Date

NO NOTIFICATIONS SENT

• When a form is Closed.

• Forms in Draft even if there are assignees.

• When Draft forms are updated.

• To Assignees when other parts of the form are changed/updated.

• Adding to a CC list after a form is published. Use Distribute if you need a notification after publishing.

Subscribing to Notifications

If you would like notifications regardless of being mentioned in a form or the rules above, use the notification button on the tool home screen to toggle on notifications for Form Created, Distributed, and Closed. These setting only apply to the person who is logged in (you) and not the whole project.

Observations from Checklist Notifications

Observations created from a Checklist default to Draft. All the Draft Observations are collected to be sent all at once. A bright banner on desktop and mobile remind you the Observations need to be sent. If there are multiple observations for one assignee, they will be compiled into one notification that lists each item in the body of the email.

Notification E-Mail

Here’s what our emails look like. We are not selling anything and try to keep them concise. We will link you to any PDF’s in your browser to avoid massive attachments.