Notifications for Your Reporting Process

This article explains how to configure notifications in ClearPoint to keep your reporting cycle on track.

Fernando Montenegro
25 steps
50 seconds

Clearpointstrategy

Notifications alert you to significant changes—such as status updates, project progress, analysis edits, or ownership assignments—so you can respond quickly and stay informed.

Status Alerts

Status alerts notify you when an element’s status meets specific criteria—such as changing to *Below Plan*.

## Create a Status Alert 1. From the left-hand navigation, click **Automation**. 2. Select **Notifications**. 3. Click **Add Notification** (+). 4. Enter a **Name** (e.g., *Status alerts*). 5. Choose an **Element Type** (e.g., Measure, Objective, Initiative). 6. Select an **Owner**. 7. Click **Save**.

1. Click the **kebab menu (⋮)** and select **Edit Notification**. 2. Navigate to the **Notifications** tab. 3. Set a **Notification criteria**, such as: - **Status equals Below Plan.**

## Select Elements & Recipients 1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button. 3. Select specific elements (e.g., *Direct Routes*). 4. Click **Save**.

1. Add users using the **Recipients** dropdown. 2. Click **Add Recipients**. 💡 Your alert will appear in **Manage Notifications**.

Project Alerts

Project alerts notify you when Initiative or Milestone fields change—such as Percent Complete or Completed status.

## Create a Project Alert Follow the same steps as creating a Status Alert, then:

1. Click the **kebab menu (⋮)** and select **Edit Notification**. 2. Choose relevant **Notification Criteria**, such as: - **Percent Complete** → *Greater Than or Equal 50* - **Completed** → *Equals True* - **Analysis** → *Any Change* - **Recommendations** → *Any Change*

## Select Elements & Recipients 1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button 3. Select specific elements (e.g., *Direct Routes*). 4. Click **Save**.

1. Click **Map Recipients**. 2. Add users using the **Select Recipients** dropdown. 3. Click **Add Recipients**.

Analysis Alerts

Analysis alerts notify you when the content of an element’s **Analysis** field changes.

## Create an Analysis Alert Follow the same steps as creating a Status Alert, then:

1. Click the **kebab menu (⋮)** and select **Edit Notification**. 2. Check **Analysis** as the **Notification Criteria**. 3. Choose a **Notification Criteria** such as **Contains**, then specify keywords: - Example: *bad*, *below*, *unfortunate* 4. Click **Save**.

## Select Elements & Recipients 1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button 3. Select specific elements (e.g., *Customer*). 4. Click **Save**.

1. Click **Map Recipients**. 2. Add users using the **Select Recipients** dropdown. 3. Click **Add Recipients**.

Owner Assignment Alerts

These alerts notify you when ownership is assigned or changed.\ Common use case: being assigned an Action Item during a meeting.

## Create an Owner Assignment Alert Follow the same steps as creating a Status Alert, then:

1. Click the **kebab menu (⋮)** and select **Edit Notification**. 2. Select **Owner** as the **Notification Criteria**. 3. Choose **Equals**, then select the specific user to trigger the alert (e.g., yourself, or another team member). 4. Click **Save**.

Select Elements & Recipients

1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button 3. Select specific elements (e.g., *In Flight Safety Incidents*). 4. Click **Save**.

1. Click **Map Recipients**. 2. Add users using the **Select Recipients** dropdown. 3. Click **Add Recipients**.

Alerts for Changes to Elements You Own

Set alerts that notify you when someone else updates your assigned elements.

## Create a “Changes to My Milestones” Alert 1. Click the **kebab menu (⋮)** and select **Edit Notification**. 2. Check **Owner** → set **Equals** → choose **your own name**.

Select Elements & Recipients

1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button 3. Select specific elements (e.g., *Expedite recruitment process for new engineers*). 4. Click **Save**.

1. Click **Map Recipients**. 2. Add users using the **Select Recipients** dropdown. 3. Click **Add Recipients**.

Notifications for Your Reporting Process

This article explains how to configure notifications in ClearPoint to keep your reporting cycle on track.

Fernando Montenegro
25 steps
50 seconds

Clearpointstrategy

Notifications alert you to significant changes—such as status updates, project progress, analysis edits, or ownership assignments—so you can respond quickly and stay informed.

Status Alerts

Status alerts notify you when an element’s status meets specific criteria—such as changing to *Below Plan*.

1. Click the **kebab menu (⋮)** and select **Edit Notification**. 2. Navigate to the **Notifications** tab. 3. Set a **Notification criteria**, such as: - **Status equals Below Plan.**

## Select Elements & Recipients 1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button. 3. Select specific elements (e.g., *Direct Routes*). 4. Click **Save**.

1. Add users using the **Recipients** dropdown. 2. Click **Add Recipients**. 💡 Your alert will appear in **Manage Notifications**.

Project Alerts

Project alerts notify you when Initiative or Milestone fields change—such as Percent Complete or Completed status.

## Create a Project Alert Follow the same steps as creating a Status Alert, then:

## Select Elements & Recipients 1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button 3. Select specific elements (e.g., *Direct Routes*). 4. Click **Save**.

1. Click **Map Recipients**. 2. Add users using the **Select Recipients** dropdown. 3. Click **Add Recipients**.

Analysis Alerts

Analysis alerts notify you when the content of an element’s **Analysis** field changes.

## Create an Analysis Alert Follow the same steps as creating a Status Alert, then:

## Select Elements & Recipients 1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button 3. Select specific elements (e.g., *Customer*). 4. Click **Save**.

1. Click **Map Recipients**. 2. Add users using the **Select Recipients** dropdown. 3. Click **Add Recipients**.

Owner Assignment Alerts

These alerts notify you when ownership is assigned or changed.\ Common use case: being assigned an Action Item during a meeting.

## Create an Owner Assignment Alert Follow the same steps as creating a Status Alert, then:

Select Elements & Recipients

1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button 3. Select specific elements (e.g., *In Flight Safety Incidents*). 4. Click **Save**.

1. Click **Map Recipients**. 2. Add users using the **Select Recipients** dropdown. 3. Click **Add Recipients**.

Alerts for Changes to Elements You Own

Set alerts that notify you when someone else updates your assigned elements.

## Create a “Changes to My Milestones” Alert 1. Click the **kebab menu (⋮)** and select **Edit Notification**. 2. Check **Owner** → set **Equals** → choose **your own name**.

Select Elements & Recipients

1. Navigate to the **Elements & Recipients** tab. 2. Click the **Link Elements** button 3. Select specific elements (e.g., *Expedite recruitment process for new engineers*). 4. Click **Save**.

1. Click **Map Recipients**. 2. Add users using the **Select Recipients** dropdown. 3. Click **Add Recipients**.