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Notify

1 min read · By Stefan Köhn

Points somebody on the team at something without giving them a task. A notification is read and thereby done: it suits hints, not work that has to be ticked off.

Who, through which channel and with what text. Picking the recipient works as it does when assigning.
Who, through which channel and with what text. Picking the recipient works as it does when assigning.

Step by step

  1. In the flow, choose the plus and take Notify.
  2. Under Who gets the notice choose the recipient: the person assigned to the record, or a particular person.
  3. Enter the text; variables tie it back to the record.
  4. Save. The notification appears for the recipient under the bell.

When is a task the better choice?

When an action is expected. A task stays open until somebody ticks it off; a notification sinks into the inbox once it is read.

What if nobody is assigned?

No recipient is not an error. The step is skipped and the run carries on. To make sure, put Set assignee before it.

Does the notification also go out by email?

The recipient decides that in their profile. It states per kind whether it appears in the app, arrives by mail or in the digest.

Can I notify several people?

One recipient per step. For several, put several steps in sequence: then the inspector also shows who was reached.