Workfacta sends email notifications to keep you updated on important activity - such as new Actions, Discussions, reports, and meeting outcomes.
Managing notification settings
You can enable or disable notifications by going to:
Main Menu → Setup → Notifications
Note: Only users with the Enterprise Admin role can manage notification settings for the team.
What notifications are sent?
By default, notifications are enabled for activity relating to:
Actions (created or updated)
News items
Discussion items (Opportunities, Challenges, General Discussions)
Reports
Meeting minutes
User invitations
You can switch these on or off individually in the Notifications tab.
Who receives notifications?
Only users relevant to the activity will receive emails. Examples:
An Action owner will be notified when the Action is created or updated
Updates to Discussions notify all team members involved
Meeting minutes are sent to all meeting attendees
Reminders
Workfacta can also send automated reminders to help keep execution on track. There are three reminder types:
Update Reminders - prompts users to update assigned items
Management Late Update Summary - shows overdue items across the whole team
Overdue Update Reminders - sent to line managers
Note: Line managers will not receive overdue reminders if they already receive the management 'late update' summary.
You can manage reminder timing and settings under:
Main Menu → Setup → Teams → +Add Reminder
