Alerts & Notifications - Setting up a notification

- 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, ‘December update’. - 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 ‘Direct Routes’ - 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 - 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**

The Notification will appear under Manage Notifications

- Select **Scorecard & Elements** from the Control Panel - Click on **Manage Elements** - Open **Objectives** - Locate the **Objective** you are going to be working with, in this example, ‘Direct Routes’.

- Click on the **edit Pencil icon** - Navigate to the **Notifications tab** - Check the box next to your **custom notification template** - You can also select the default options to notify on **Any Change**, **Any Edit**, or **Any Update** - Once you are done with your configuration click **Save**