How to Use System Notifications

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by The Betterworks Team
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Recommended Reader(s): Super Admins, Admins, Users

Contents

Overview

System notifications are a convenient way to let people know what tasks they need to take. They are fully automated and sent from notifications@betterworks.com which will need to be whitelisted to prevent the emails from ending up in Junk or Spam folders.

System notifications are enabled by default, but can be disabled using the Turn Off button. Note that even when disabled, it is still possible for the platform to send emails based on the notification settings used on a conversation or feedback template.

System notifications are received by email by default, but Slack and Microsoft Teams can also be used to receive notifications. Individuals can decide which notifications they wish to receive and how from their own Notifications page under My Settings.

Configuring system notifications

Admins the ability to manage System Notifications for Betterworks users, but the first step is to enable it from Admin > Program Management > System Notifications:

System_Notifications_-_Admins.png

From here, you can set the default (On/Off) for specific notifications.

Using "Custom" means there is no default and users can go into their own Betterworks accounts to determine their notification settings (Profile dropdown menu > My Settings > Notifications). Alternatively, the "Lock" function prevents these changes:

System_Notifications_-_User.png

Note: Email copy cannot be edited. 

Note: if a department owns an objective the system will always send emails to all members of that department for OKR comments, cheers/nudges and progress updates. This can not be controlled on the Notifications page.

Summary of system notifications

Objective Calendar Events
Receive calendar events for Objectives based on their due date

  • Calendar Invites
  • Objectives that are overdue

Add_Objective_to_Calendar.png

Social Notifications
Updates when someone Cheers, Nudges, and Comments on an objective

  • Cheers
  • Nudges

Comment Notifications
Updates when someone comments or @mentions in an objective

  • Comments
  • @mentions

Activity on Objectives and Teams
Updates on modifications to objectives, key results, and metrics

  • A manager modifies a direct's objective
  • A user edits an objective
  • A user deletes a contributing objective
  • Manager digest
  • Salesforce related emails
  • Managers receive emails when their direct is deactivated
  • Add or remove users as a contributor

Contributor Activity on Objectives
Activity on contributing objectives, key results, and metrics

  • Adding a contributor to an objective
  • A contributor completes a contributing objective, key result, or metric
  • Deleting an objective that contributes to another

Activity on Followed Objectives
Updates when someone completes or updates a followed objective

  • Completes an objective
  • Updates an objective

Added_As_A_Follower.png

Activity on Objectives owned by Teams
Team members will receive when updates are made to objectives owned by teams

  • @mentions
  • Comments
  • Cheers
  • Nudges
  • Updates
  • Objective completions

Weekly Digests
Receive Weekly Planning Digests

Note: Enabling "Batch emails sent in quick succession", will batch notifications together and minimize the number of emails received.

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Using Slack for notifications

Another way that your users can receive notifications is through Slack, which you set up using the instructions in Configuring the Slack Integration

Once Slack is enabled at the Admin level, users can determine which notifications they'll receive through Slack:

Slack_Notifications.png

Using Microsoft Teams for notifications

Another way that your users can receive notifications is through Microsoft Teams, which you set up using the instructions in Microsoft Teams Integration

Once Microsoft Teams is enabled at the Admin level, users can determine which notifications they'll receive through MS Teams.

ms-teams-notifications.png