Notifications help your team stay informed by alerting users when important updates occur on Measures, Initiatives, Objectives, and other elements.
Creating a Notification
From the left-hand navigation, click Automation.
Select Notifications.
Click the Add Notification (+) icon.
Configure the Notification
Enter a Name for the notification (e.g., December Update).
From Element Type, choose the element type you want to monitor.
Select an Owner.
Optionally you can toggle Add Multiple owners.
Click Save.
Selecting Elements & Recipients
Click the kebab menu (⋮) and select Edit Notification.
Navigate to the Elements & Recipients tab.
Click Link Elements to select the specific elements the notification should apply to.
Select the elements (e.g., Direct Routes).
Click Save.
Choose Recipients
Under Map Recipients, use the checkboxes to automatically notify:
Owners
Collaborators
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
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.
Click Elements in the left navigation.
Choose the element type (e.g., Objectives).
Click the kebab menu (⋮) and select Edit Objective.
Navigate to the Notifications tab.
Select default options:
Any Change
Any Edit
Any Update
Check the box next to your custom notification template.
Click Save.
💡 The notification is now active for that element.