This section covers email templates, My Inbox, and how to set up IdeaPlace notifications.
- Planview IdeaPlace an generate email notifications, based on user and idea activity. These emails are a part of the overall user experience and should be customized and branded to appeal to the program and challenge audience.
- The Planview IdeaPlace Inbox is great way to keep up to date with notifications, messages and tasks while you are working inside IdeaPlace. The inbox itself receives messages that follow the same format as the email templates that the system sends within a challenge.
- Notification Setup covers notification logic, IdeaPlace SaaS Email Whitelist requirements, how to add an Evaluation file, and how to add/edit an Evaluation Template.
Customers should also add the domain "email@example.com" to their whitelist repository.
Please notify Planview support via a ticket if your company is changing their email domain or you will lose instance access for all users.