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Planview Customer Success Center

Workflow Notifications

 

Here you can define notifications that will be sent to selected users when particular status movements occur. These allow all relevant users to be kept fully informed of a project’s progress.

Notifications created here are available for selection at the Workflow Notifications tab for a Project Type. Selected notifications will therefore apply for all projects of that type.

 

Existing notifications are listed and you can click:

•Add to create another one

for a listed notification,   then:

Open to edit the entry

Delete to clear the notification.

Adding and Editing Workflow Notifications