Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

- From the Control Panel click on **Automation**
- Select **Notifications**
- Click on the **Plus icon**

- 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**

- 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

Click the "% of tickets with direct routes" field.

- 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** 

- 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**

Click "% of tickets with direct routes (Upward Airlines Corporate)"

% of tickets with direct routes (Upward Airlines Corporate)

The Notification will appear under Manage Notifications

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.

- 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**

- 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**

- 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**

- 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**.

- 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 

- Under **Quick Map Users** use the checkboxes to notify the Owner and Collaborators
- Select the intended **Recipients** from the dropdown menu

Click "Purchase 5 new planes (Upward Airlines Corporate)"

Purchase 5 new planes (Upward Airlines Corporate)

Alerts & Notifications - Notifications for your reporting process

Status Alerts

Project Alerts

Analysis Alerts