Setting Up a Notification
This article explains how to set up a Notification in ClearPoint.
Fernando Montenegro
9 steps
18 seconds
Clearpointstrategy
1
Notifications help your team stay informed by alerting users when important updates occur on Measures, Initiatives, Objectives, and other elements.
Creating a Notification
2
1. From the left-hand navigation, click **Automation**. 2. Select **Notifications**. 3. Click the **Add Notification** (+) icon.
3
## Configure the Notification 1. Enter a **Name** for the notification (e.g., *December Update*). 2. From **Element Type**, choose the element type you want to monitor. 3. Select an **Owner**. 1. Optionally you can toggle **Add Multiple** owners. 4. Click **Save**.
Selecting Elements & Recipients
4
**Select Elements** 1. Click the **kebab menu (⋮)** and select **Edit Notification**.
5
1. Navigate to the **Elements & Recipients** tab. 2. Click **Link Elements** to select the specific elements the notification should apply to. 3. Select the elements (e.g., *Direct Routes*). 4. Click **Save**.
6
## Choose Recipients 1. Under **Map Recipients**, use the checkboxes to automatically notify: - **Owners** - **Collaborators** 2. Click **Add Recipients** to apply user mappings to each selected element. 💡 Your new Notification now appears under **Notifications**.
Enabling a Notification for a Single Element
7
You can also enable an existing notification directly from an element’s detail page.\ Any user with edit access to the element can enable or disable notifications.
8
1. Click **Elements** in the left navigation. 2. Choose the element type (e.g., **Objectives**). 3. Click the **kebab menu (⋮)** and select **Edit Notification**.
9
1. Navigate to the **Notifications** tab. 2. Select default options: - **Any Change** - **Any Edit** - **Any Update** 3. Check the box next to your custom notification template. 4. Click **Save**. 💡 The notification is now active for that element.
Setting Up a Notification
This article explains how to set up a Notification in ClearPoint.
Fernando Montenegro
9 steps
18 seconds
Clearpointstrategy
1
Notifications help your team stay informed by alerting users when important updates occur on Measures, Initiatives, Objectives, and other elements.
Creating a Notification
2
1. From the left-hand navigation, click **Automation**. 2. Select **Notifications**. 3. Click the **Add Notification** (+) icon.
3
## Configure the Notification 1. Enter a **Name** for the notification (e.g., *December Update*). 2. From **Element Type**, choose the element type you want to monitor. 3. Select an **Owner**. 1. Optionally you can toggle **Add Multiple** owners. 4. Click **Save**.
Selecting Elements & Recipients
4
**Select Elements** 1. Click the **kebab menu (⋮)** and select **Edit Notification**.
5
1. Navigate to the **Elements & Recipients** tab. 2. Click **Link Elements** to select the specific elements the notification should apply to. 3. Select the elements (e.g., *Direct Routes*). 4. Click **Save**.
6
## Choose Recipients 1. Under **Map Recipients**, use the checkboxes to automatically notify: - **Owners** - **Collaborators** 2. Click **Add Recipients** to apply user mappings to each selected element. 💡 Your new Notification now appears under **Notifications**.
Enabling a Notification for a Single Element
7
You can also enable an existing notification directly from an element’s detail page.\ Any user with edit access to the element can enable or disable notifications.
8
1. Click **Elements** in the left navigation. 2. Choose the element type (e.g., **Objectives**). 3. Click the **kebab menu (⋮)** and select **Edit Notification**.
9
1. Navigate to the **Notifications** tab. 2. Select default options: - **Any Change** - **Any Edit** - **Any Update** 3. Check the box next to your custom notification template. 4. Click **Save**. 💡 The notification is now active for that element.
