Add notifications to job state changes

 Adding notifications to job states (52 sec.)

Use  notifications WorkflowMax uses notifications as a way of informing selected people when certain job-related events occur. When one of these events occurs, staff assigned to the job, team members or client contacts can be notified by email, on-screen alerts or RSS feeds.  to notify appropriate staff (or the client contact) that the state of a  job A job is the overall project that you or your organisation works on for a client.  has been changed.

To add a notification to a job state:

1. In the Business menu, select Settings > Notifications.
2. On the Notifications screen, select the Custom Notifications tab.
3. In the Notification Type drop-down list, select Job State Change.
4. Add the notification.
5. In the Job State drop-down list, select a specific job state that you wish to trigger the notification, or leave as Any if you wish to trigger notification on any job state change.
6. Select whom to notify:
   • select a team to notify staff members who are not assigned to the job
   • select any combination of staff assigned to the job, the job manager and the client contact person (only client contacts with a client login will be notified).
7. If required, repeat Steps 3–6 to create notifications for other job states.
8. Save your changes.