Alerts & Notifications - Notifications for your reporting process
Fernando Montenegro
40 steps
12 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Status Alerts
2
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
3
- Under **Name**, enter the name of the Notification, in this example, ‘Status alerts’. - Choose an element from the **Element Type dropdown** that you want to be notified about - Select when to notify the recipient, for example, you can select to notify the recipient when the **Status Equals Below Plan**
4
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘% of tickets with direct routes’ - Click **Save** once you have made your selection
5
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu - You can either use the **Select None** or **Select All buttons**
6
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
7
The Notification will appear under Manage Notifications
Project Alerts
8
We are going to start by creating a new notification template, please see this help center [article](https://support.clearpointstrategy.com/en/articles/8701097-alerts-notifications-setting-up-a-notification) for step-by-step instructions. In this example, we are going to set up a notification for your Initiatives, the same process can be carried out for Milestones as well.
9
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
10
- Under **Name**, enter the name of the Notification, in this example, ‘Project Alert’. - Choose Initiative as the **Element Type** from the dropdown menu - Select when to notify the recipient, for example, you can select to notify the recipient when the **Status Equals Below Plan**
11
- If you want to be notified when your project is halfway complete, mark the checkbox next to **Percent Complete** - Use the dropdown menus to set the criteria, in this example, **Greater Than or Equal 50**
12
- To be notified when your project has been marked as complete, check the box next to **Completed** - Use the dropdown menus to set the notification criteria for when **Completed Equals True**
13
- To be notified when someone updates the Analysis or Recommendations information for your projects, which may indicate key turning points you want to be aware of. - Check the boxes next to **Analysis** and **Recommendations** and use the dropdown menus to set the notification criteria to **Any Change**.
14
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘Purchase 5 new planes’ - Click **Save** once you have made your selection
15
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu
16
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
17
The Notification will appear under Manage Notifications
Analysis Alerts
18
We are going to start by creating a new notification template, please see this help center [article](https://support.clearpointstrategy.com/en/articles/8701097-alerts-notifications-setting-up-a-notification) for step-by-step instructions. In this example, we are going to set up a notification for your Objectives, the same process can be carried out for other elements as well.
19
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
20
- Under **Name**, enter the name of the Notification, in this example, ‘Analysis alerts’. - Choose **Objective** as the **Element Type** from the dropdown menu - This example is an analysis alert for changes in the 'Analysis' field of objectives.
21
- Check the box next to **Analysis** - Use the dropdown menu to set the criteria for changes in the content of the analysis field. - In this example, select **Contains**. Use the dropdown menu to specify the exact terms found in the content of the analysis field that will trigger a notification. - For this example, type the words "bad", "below", and "unfortunate" to be notified if there has been a negative analysis of your Objectives.
22
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘Direct Routes’ - Click **Save** once you have made your selection
23
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu
24
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
Owner Assignments
25
We are going to start by creating a new notification template, please see this help center [article](https://support.clearpointstrategy.com/en/articles/8701097-alerts-notifications-setting-up-a-notification) for step-by-step instructions. In this example, we are going to set up a notification about ownership assignments.
26
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
27
- Under **Name**, enter the name of the Notification, in this example, ‘Owner assignment alert’. - Choose **Action Item** as the **Element Type** from the dropdown menu - This example is for the common scenario of being assigned ownership of an action item during a meeting. This notification can be set up for the other element types as well.
28
- Check the box next to **Owner** - Use the dropdown menu to set the criteria for what should be identified in the **Owner field**. - For this example select **Equals**, and use the dropdown menu to specify which user being set as the owner will trigger the notification.
29
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘Expedite recruitment process for new engineers’ - Click **Save** once you have made your selection
30
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu
31
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
Changes to Elements You Own
32
We are going to start by creating a new notification template, please see this help center [article](https://support.clearpointstrategy.com/en/articles/8701097-alerts-notifications-setting-up-a-notification) for step-by-step instructions. In this example, we are going to set up a notification for Milestones.
33
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
34
- Under **Name**, enter the name of the Notification, in this example, ‘Changes to my milestones’. - Choose **Milestones** as the **Element Type** from the dropdown menu - This example is for when another user changes information in a milestone that you are the owner of. This notification can be set up for the other element types as well.
35
- Check the box next to **Owner** - Use the dropdown menus to select **Equals** and select your own name from the list of users.
36
- Check the box next to **Milestone Percent Complete** - Use the dropdown menu to set the criteria for change in the **Milestone Percent Complete field** - For this example, select **Any Change** to be notified if another user alters your progress in ClearPoint
37
- Check the box next to **Completed** - Use the dropdown menu to set the criteria for changes in the **Completed field** - For this example, select **Equals True** to be notified if someone marks your milestone as completed
38
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘Create New Website Outline’ - Click **Save** once you have made your selection
39
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu
40
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
Alerts & Notifications - Notifications for your reporting process
Fernando Montenegro
40 steps
12 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Status Alerts
2
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
3
- Under **Name**, enter the name of the Notification, in this example, ‘Status alerts’. - Choose an element from the **Element Type dropdown** that you want to be notified about - Select when to notify the recipient, for example, you can select to notify the recipient when the **Status Equals Below Plan**
4
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘% of tickets with direct routes’ - Click **Save** once you have made your selection
5
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu - You can either use the **Select None** or **Select All buttons**
6
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
7
The Notification will appear under Manage Notifications
Project Alerts
8
We are going to start by creating a new notification template, please see this help center [article](https://support.clearpointstrategy.com/en/articles/8701097-alerts-notifications-setting-up-a-notification) for step-by-step instructions. In this example, we are going to set up a notification for your Initiatives, the same process can be carried out for Milestones as well.
9
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
10
- Under **Name**, enter the name of the Notification, in this example, ‘Project Alert’. - Choose Initiative as the **Element Type** from the dropdown menu - Select when to notify the recipient, for example, you can select to notify the recipient when the **Status Equals Below Plan**
11
- If you want to be notified when your project is halfway complete, mark the checkbox next to **Percent Complete** - Use the dropdown menus to set the criteria, in this example, **Greater Than or Equal 50**
12
- To be notified when your project has been marked as complete, check the box next to **Completed** - Use the dropdown menus to set the notification criteria for when **Completed Equals True**
13
- To be notified when someone updates the Analysis or Recommendations information for your projects, which may indicate key turning points you want to be aware of. - Check the boxes next to **Analysis** and **Recommendations** and use the dropdown menus to set the notification criteria to **Any Change**.
14
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘Purchase 5 new planes’ - Click **Save** once you have made your selection
15
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu
16
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
17
The Notification will appear under Manage Notifications
Analysis Alerts
18
We are going to start by creating a new notification template, please see this help center [article](https://support.clearpointstrategy.com/en/articles/8701097-alerts-notifications-setting-up-a-notification) for step-by-step instructions. In this example, we are going to set up a notification for your Objectives, the same process can be carried out for other elements as well.
19
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
20
- Under **Name**, enter the name of the Notification, in this example, ‘Analysis alerts’. - Choose **Objective** as the **Element Type** from the dropdown menu - This example is an analysis alert for changes in the 'Analysis' field of objectives.
21
- Check the box next to **Analysis** - Use the dropdown menu to set the criteria for changes in the content of the analysis field. - In this example, select **Contains**. Use the dropdown menu to specify the exact terms found in the content of the analysis field that will trigger a notification. - For this example, type the words "bad", "below", and "unfortunate" to be notified if there has been a negative analysis of your Objectives.
22
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘Direct Routes’ - Click **Save** once you have made your selection
23
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu
24
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
Owner Assignments
25
We are going to start by creating a new notification template, please see this help center [article](https://support.clearpointstrategy.com/en/articles/8701097-alerts-notifications-setting-up-a-notification) for step-by-step instructions. In this example, we are going to set up a notification about ownership assignments.
26
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
27
- Under **Name**, enter the name of the Notification, in this example, ‘Owner assignment alert’. - Choose **Action Item** as the **Element Type** from the dropdown menu - This example is for the common scenario of being assigned ownership of an action item during a meeting. This notification can be set up for the other element types as well.
28
- Check the box next to **Owner** - Use the dropdown menu to set the criteria for what should be identified in the **Owner field**. - For this example select **Equals**, and use the dropdown menu to specify which user being set as the owner will trigger the notification.
29
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘Expedite recruitment process for new engineers’ - Click **Save** once you have made your selection
30
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu
31
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
Changes to Elements You Own
32
We are going to start by creating a new notification template, please see this help center [article](https://support.clearpointstrategy.com/en/articles/8701097-alerts-notifications-setting-up-a-notification) for step-by-step instructions. In this example, we are going to set up a notification for Milestones.
33
- From the Control Panel click on **Automation** - Select **Notifications** - Click on the **Plus icon**
34
- Under **Name**, enter the name of the Notification, in this example, ‘Changes to my milestones’. - Choose **Milestones** as the **Element Type** from the dropdown menu - This example is for when another user changes information in a milestone that you are the owner of. This notification can be set up for the other element types as well.
35
- Check the box next to **Owner** - Use the dropdown menus to select **Equals** and select your own name from the list of users.
36
- Check the box next to **Milestone Percent Complete** - Use the dropdown menu to set the criteria for change in the **Milestone Percent Complete field** - For this example, select **Any Change** to be notified if another user alters your progress in ClearPoint
37
- Check the box next to **Completed** - Use the dropdown menu to set the criteria for changes in the **Completed field** - For this example, select **Equals True** to be notified if someone marks your milestone as completed
38
- Navigate to the **Elements and Recipients tab** - You will be prompted to **Save** - Click the **link button** in the top right to select specific elements to be notified about, in this example, we are going to select ‘Create New Website Outline’ - Click **Save** once you have made your selection
39
- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators - Select the intended **Recipients** from the dropdown menu
40
- Once you are done with your selection, click **Quick Map Users** - The intended recipients will be displayed automatically under the element you have chosen - Once you are done with your configuration, click **Save**
