Managing Notifications

Enabling or Disabling Notifications

To manage your notifications:

  1. Navigate to: Admin → Notifications → Notification Types.

  2. Enable a Notification: Click the toggle next to the notification type. It will turn pink with a checkbox, indicating that the notification is enabled.

  3. Disable a Notification: Click the toggle again to disable it. The toggle will turn gray, indicating that the notification is disabled.

This allows you to easily control which notifications are active within your organization.

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Enabling and disabling notifications on the toggle.

Editing Notification Content

You can customize notification content to suit your organization's needs. Follow these steps to edit a notification:

  1. Click the pen icon next to the notification type you wish to modify.

  2. Customize the following fields to tailor the notification:

    • Mail Template: Choose a template for the notification. If no template is selected, the default template will be used. For detailed guidance on creating and managing templates, visit the Mail template page.

    • Redirect Link Destination: Adds a link to the relevant tab within the request/project, applicable to certain notification types.

    • Default Recipients: Specify default recipients using user-type properties. Users assigned to these properties within a request will receive the notification.

    • Tags: Enhance the subject or body by adding request property data using specific tags.

    • Subject Template: Personalize the subject of the notification.

    • Message Template: Craft the body of the notification.

    Note: Available fields and tags vary depending on the notification type.

  3. Preview the Message: Click the "Test" button to preview the in-app notification. Keep in mind that tags will not be replaced with actual values in the preview, but you can still review the message content.

  4. Save Your Changes: Once you're satisfied with your adjustments, click the "Save" button to apply them.

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Notification content settings.
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Preview of the in-app notification.