Forecast has different types of notifications which can be configured for the whole account or individually. In this article we will cover the notifications that can be set for your all your users at the company account level. To read more about the individual notifications and how to manage them, see Managing your personal Forecast notifications.
This article covers:
- Accessing your company-wide notification settings
- Types of company-wide notifications
- Managing your company-wide notifications
Accessing your company-wide notification settings
To access your company-wide notification settings
- Click Admin in the top bar.
- Select Notification Settings from the dropdown.
- Toggle on the notifications you want to enable.
Types of company-wide notifications
Title | Description |
Send Timesheet Reminder |
An email reminder for users who haven't registered the required amount of hours. The system will check for missing time registrations for the period of time selected under 'Check missing time registrations for'. Administrators can configure the following information to define when these notifications are sent:
|
Send Project Digest Reminder |
An email notification to provide users an overview of all ongoing projects and their status. Administrators can configure the following information to define when the digest is sent:
|
Managing your company-wide notifications
Company-wide notifications include Timesheet Reminders and Project Digest Reminders. If enabled, Timesheet reminders will email all users who have not completed a timesheet based on the selected settings. Project Digest Reminders sends an overview of all ongoing projects and their status to all users assigned to the role/s selected.
To enable Timesheet Reminders
- Click Admin in the top bar.
- Select Notification Settings in the dropdown.
- Toggle on Send Timesheet Reminder.
- Select the weekday the reminder emails will be sent.
- Select the time of day the reminder emails will be sent.
- Select the time period to review in Check missing time registrations for:
- Previous 7 days - checks for missing time registrations in the previous 7 days, not inclusive of the day the timesheet reminder is sent.
-
Previous 7 days, including the day when the reminder is sent - checks for missing time registrations in the previous 7 days including the day selected the reminder email is sent.
Note: Previous 7 days includes all calendar days, not just working days.
To enable Project Digest Reminders
- Click Admin in the top bar.
- Select Notification Settings from the dropdown.
- Toggle on Send Project Digest Reminders.
- Select the weekday the reminder emails will be sent.
- Select the time of day the reminder emails will be sent.
- In Recipient, select the roles who shall receive Project Digest Reminders.
- You may select as many roles as you need.
- Project Digest email sends to all users assigned to the selected role/s.
Comments
0 comments
Article is closed for comments.