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
From the left-hand navigation, click Automation.
Select Notifications.
Click Add Notification (+).
Enter a Name (e.g., Status alerts).
Choose an Element Type (e.g., Measure, Objective, Initiative).
Select an Owner.
Click Save.
Click the kebab menu (⋮) and select Edit Notification.
Navigate to the Notifications tab.
Set a Notification criteria, such as:
Status equals Below Plan.
Select Elements & Recipients
Navigate to the Elements & Recipients tab.
Click the Link Elements button
Select specific elements (e.g., Direct Routes).
Click Save.
Click Map Recipients.
Add users using the Select Recipients dropdown.
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:
Click the kebab menu (⋮) and select Edit Notification.
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
Navigate to the Elements & Recipients tab.
Click the Link Elements button
Select specific elements (e.g., Direct Routes).
Click Save.
Click Map Recipients.
Add users using the Select Recipients dropdown.
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:
Click the kebab menu (⋮) and select Edit Notification.
Check Analysis as the Notification Criteria.
Choose a Notification Criteria such as Contains, then specify keywords:
Example: bad, below, unfortunate
Click Save.
Select Elements & Recipients
Navigate to the Elements & Recipients tab.
Click the Link Elements button
Select specific elements (e.g., Customer).
Click Save.
Click Map Recipients.
Add users using the Select Recipients dropdown.
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:
Click the kebab menu (⋮) and select Edit Notification.
Select Owner as the Notification Criteria.
Choose Equals, then select the specific user to trigger the alert (e.g., yourself, or another team member).
Click Save.
Select Elements & Recipients
Navigate to the Elements & Recipients tab.
Click the Link Elements button
Select specific elements (e.g., In Flight Safety Incidents).
Click Save.
Click Map Recipients.
Add users using the Select Recipients dropdown.
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
Click the kebab menu (⋮) and select Edit Notification.
Check Owner → set Equals → choose your own name.
Select Elements & Recipients
Navigate to the Elements & Recipients tab.
Click the Link Elements button
Select specific elements (e.g., Expedite recruitment process for new engineers).
Click Save.
Click Map Recipients.
Add users using the Select Recipients dropdown.
Click Add Recipients.
