Setting Notifications
To set notifications in the system shown in the image, follow these steps:
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Navigate to the Settings Page:
- Click on the "Settings" option in the left-hand sidebar.
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Open Notification Settings:
- Under "App Settings" in the settings menu, select "Notifications."
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Configure Notification Events:
- You will see a list of events such as "Project created," "New order received," "Project deleted," etc.
- Each event has options for:
- Notify to: Specifies who will receive the notification (e.g., Primary contact of the client, Project members, Task assignee).
- Category: Indicates the category of the event (e.g., Project, Order).
- Enable email: Option to enable email notifications.
- Enable web: Option to enable web notifications.
- Enable slack: Option to enable Slack notifications.
- To edit an event, click the edit icon (pencil) next to the event you want to configure.
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Edit Notification Details:
- In the edit view, specify the details for the notification.
- Choose the recipients from available options.
- Check or uncheck the boxes to enable or disable notifications via email, web, or Slack.
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Save Changes:
- After configuring the notifications, ensure to save the changes to apply the settings.
Repeat the above steps for each event you want to configure notifications for. This way, you can customize who gets notified and how they receive notifications for various events in the system.