Projects > List > (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 any additional custom text.
- SMS alerts can be sent if that feature is enabled. To have this feature enabled, contact firstname.lastname@example.org
- 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
- Reviewing Alerts
- How to Enable Email Assignment Alerts
Sending an Assignment Alert
To send an alert, select the Send Alert icon in the Operations tab. The icon will only appear if the respective role is active or upcoming and filled.
In the "Assignment Alert" window, select the method of delivery for the alert: Email or SMS. Assignment details and notes can be added.
- Only people that 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
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 Expand icon , then select Salaried and/or Hourly checkboxes to send an alert to all people on a project and then the blue Send Alert 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.
If an alert has been sent to a person, a green checkmark will appear over the envelope on the Send Alert icon
Select the icon to view a timestamp of the last alert that was sent:
Scheduled assignment alerts are shown with a icon. Selecting the envelope will display the details of when the alert will be sent.
The last alert timestamp will also appear when sending subsequent alerts:
How to Enable Email Assignment Alerts
Administrators can enable the Assignment Alerts feature by going to Settings > Account > Account Management > Module Management and checking the Email checkbox under Assignment Alerts: