Projects > List / Gantt > (Select Project) > Operations

Users with Manage Communication permission will be able to send email or SMS alerts to one or multiple people on a project at the same time. This alert will include the project name, project address, role name, assignment dates, and additional custom text.

• SMS alerts can be sent if that feature is enabled. To have this feature enabled, contact support@gobridgit.com
• See SMS Opt-In for more information on setting up SMS alerts for people on your team

 

Table of Contents

• Sending an Assignment Alert
• Bulk Assignment Alerts
• Scheduled Assignment Alerts
• Save & Alert
• Reviewing Alerts

 

Sending an Assignment Alert

To send an alert, select the    icon in the Operations tab. The icon will only appear if the respective role is active or upcoming and filled.

 

Select the method of delivery for the alert: Email or SMS. Project data fields included will be listed in "Details". Notes can be added to the alert in the "Additional information" section.

• Only people who have opted in will receive SMS alerts

 

Here is an example of an alert email:

 

Only profiles with necessary contact information for the message type will be available as a selection for an Assignment Alert

Recipients who have not opted-in are greyed out and a warning is displayed. Select Go to Settings to manage SMS Opt-ins to resolve the issue.

 

When none of the prospective recipients have opted-in, the “Send now” button is disabled

 

Bulk Assignment Alerts

Bulk Assignment Alerts are only available for the web version

Alerts can be sent to multiple people on a project at once with one alert, whether they're salaried, hourly, or both.

Select the checkbox beside Assignment to send an alert to all people on a project and then the    icon:

 

Scheduled Assignment Alerts

Scheduled Assignment Alerts are only available for the web version.

Assignment alerts can be sent at a specific time in the future by selecting the Schedule toggle at the bottom of the Assignment Alert modal.

 

Save and Alert

Create a new project role and alert a team member in a single workflow.

From a person's profile, select Add to project. Select a project from the list, complete the details in the "Add to project" modal, then Save & Alert.

Confirm the details to include in the "Send assignment alert" modal.

 

This is also supported in the Roles tab by dragging and dropping the desired person in the role and selecting Save & Alert.

 

 

Reviewing Alerts

A Sent icon will appear along the assignment row if an alert has been sent.

Select the icon to view a timestamp of the last alert that was sent:

 

Scheduled assignment alerts are displayed with a Scheduled icon. Selecting it will display the details of when the alert will be sent.

 

 The last alert timestamp will also appear when sending subsequent alerts: