General information
“Messages” is an optional module and can be accessed by clicking the speech bubble symbol in the main navigation:
New, user-specific messages are created when certain TEAMBOX events trigger notification (to see the full list of triggering events follow the “Steps”_ below). Messages have different priorities which can be assigned to events (see _“Steps” below):
- “high”: highly prioritzed messages are displayed as pop-ups throughout the TEAMBOX (e.g. time-tracking reminder), are added to a user’s Messages ‘blog’, highlighted and flagged (i.e. star icon) and will always stay in the top section of the list unless the flag is removed (i.e. star icon is clicked)
- “middle”: these messages are added to a user’s Messages ‘blog’, highlighted and flagged (i.e. star icon) and will always stay in the top section of the list unless the flag is removed (i.e. star icon is clicked)
- “low”: low priority messages are added to a user’s Messages ‘blog’ without highlighting and are gradually moved to the “Change log”
Steps
- Go to “Admin” > “Messages”
- To change the notification settings for specific roles, click the “Filter settings” dropdown and choose the role (or select “Default” to define standard settings for all users)
- HINT: the events which trigger notification are displayed below and grouped per module
- Expand the module of your choice (e.g. “Activities”) and assign message priorities per event (e.g. change priority to “high” for “A work package is … created”)
- Once you’re finished, click ‘Save’
=> The notification settings have been saved for the selected role(s).
PLEASE NOTE: in “Admin” > “Messages”, you can also up the priority for “Finances” > … to trigger confirmation by another person for a financial document/process (e.g. an outgoing invoice)
