Automatic Email Notifications

Workzone can automatically notify users via e-mail when certain activities occur. Default auto notification settings for your organization are specified under settings – AUTO NOTIFICATIONS – Event-based notifications for All Workspaces. Notifications can be changed for individual workspaces under the settings for that workspace.

Projects

• When new tasks are assigned on the Add Task page – Using this method, assigning one or more users as Responsible
• When tasks become late – This is strictly based on when the end date is surpassed by today's date
• Downstream non-summary task responsible parties when non-summary predecessor tasks are marked as complete – Leveraging dependencies, this provides a useful "passing of the baton" for the next assigned user on a subsequent task
• Downstream non-summary task responsible parties when non-summary predecessor tasks become late – Leveraging dependencies, the next assigned user on a subsequent task can be made aware of delays that can impact their task
• 48 hours prior to task start date – An early warning for the beginning of an upcoming task
• 48 hours prior to task end date – An early warning for the finishing of an upcoming task
• When comments made on tasks – When comments are added on tasks within the projects for which the user is assigned responsible, benefitting those that want greater awareness of the discussion occurring within their projects
• When Projects fields are updated – For those interested in awareness of the details on any changes

Documents

• When document approvals become late – This can provide aware of a delay on the part of the approver
• When approval form is completed by an approver – Useful in providing an alert from an approver's action

• Reviewers upload documents in this workspace
• Reviewers post comments
• Partner users upload documents in this workspace
• Partner users post comments

Video

This Workzone setup video provides an overview of the notifications and reports that Workzone can email to users of the site. Additionally, the settings that dictate the sending of these emails are explored.