Customization and Personalization

Notifications help keep you updated on changes, task progress, and team communications. But too many notifications can lead to distraction, while too few can cause you to miss important updates.

The platform allows you to fully customize your notification settings to ensure that you’re informed without being overwhelmed.

Setting Notification Preferences

To start customizing your notifications, go to the "Notifications" section in your account settings. From here, you can adjust the following settings:

Email Notifications:

Choose to receive alerts via email for important updates, like new task assignments or project changes.

In-App Notifications:

These are alerts that appear while you’re logged into the platform. You can control when and for which actions these notifications appear.

Mobile Push Notifications:

If you use the platform’s mobile app, you can receive real-time notifications on your phone or tablet, ensuring that you stay informed even while on the go.

Customizing Notifications by Activity Type

One of the most powerful features is the ability to customize notifications based on activity type. For example, you can choose to receive notifications for:

• Task Assignments: Get alerted when a new task is assigned to you or your team.
• Comments and Mentions: Receive notifications when someone comments on a task you’re involved in or @mentions you in a discussion.
• Deadline Reminders: Ensure you’re informed when deadlines are approaching or when tasks are overdue.

This level of customization helps you prioritize notifications based on your role and responsibilities.

Managing Team Notifications

For managers or team leads, it’s also important to manage how your team receives notifications. You can ensure that team members are alerted when critical milestones are met or when their input is required on a task.

Encouraging your team to fine-tune their notification preferences can prevent them from becoming overwhelmed by less relevant updates.

Best Practices for Notification Management

Focus on Relevance:

Customize notifications so that you only receive updates that directly impact your work. Unnecessary notifications can cause distraction and reduce productivity.

Enable Critical Alerts:

Always ensure that high-priority tasks or urgent deadlines have notifications enabled so that you don’t miss any important updates.

Review Regularly:

As your projects or responsibilities change, review your notification settings to ensure they continue to reflect your current needs.

Personalizing notifications allows you to stay on top of key updates while maintaining focus on your most important work.

Every project is unique, and the platform’s customizable workflows are designed to help you organize tasks, track progress, and complete projects efficiently.

This article will explain how to build custom workflows that fit your team’s needs, whether you’re managing a simple task list or a complex multi-step project.

Workflow Stages

Workflows are divided into stages that represent different phases of a project. For example, in a content production workflow, you might have stages like:

• To Do: Tasks that need to be started.
• In Progress: Tasks that are currently being worked on.
• Review: Tasks that are completed but pending review.
• Completed: Finished tasks that no longer require action.

Within the platform, you can customize these stages to reflect your unique process. For example, if you’re running a development project, you could add stages like "Testing" or "Deployment" to your workflow.

Automating Workflow Transitions

To reduce manual effort, you can set up rules that automatically move tasks from one stage to the next. For example, when a task is marked as complete, it can automatically move from "In Progress" to "Review". This ensures that tasks flow smoothly through your project without needing constant manual updates.

To set up these automations, navigate to the "Workflow Settings" and create transition rules based on task statuses, due dates, or completion triggers.

Assigning Roles and Responsibilities

Custom workflows allow you to assign specific team members to different stages. For example, you could designate one person as responsible for tasks in the "Review" stage and another for tasks in the "Testing" stage.

This ensures that tasks are reviewed and approved by the right people at the right time.

Best Practices for Custom Workflows

Keep Stages Clear:

Make sure each stage in your workflow is clearly defined and easy to understand. Overcomplicating workflows can slow progress rather than streamline it.

Automate Where Possible:

Use automation to move tasks between stages, send notifications, and assign tasks, reducing the need for manual tracking.

Adapt as Needed:

As projects evolve, so should your workflows. Regularly review and adjust your workflow stages to ensure they continue to reflect your team’s needs.

By building custom workflows, you’ll create a process that mirrors the unique needs of your team and projects, resulting in smoother, more efficient progress.

The dashboard is your command center for using the platform effectively. It’s where you track your tasks, monitor project progress, and access key information at a glance.

But every user’s needs are different, which is why customizing the dashboard to suit your unique workflow is essential. This article will guide you through personalizing your dashboard to improve efficiency and visibility.

Step 1: Adding and Arranging Widgets

Widgets are small, customizable components that provide real-time updates on your projects, tasks, and team activity. To customize your dashboard:

• Go to your dashboard settings and click "Add Widgets".
• Select from a range of available widgets, such as:
  • Project Progress: Track how much of a project is completed and what’s left.
  • Task List: A quick overview of your assigned tasks and their deadlines.
  • Team Activity: See recent actions taken by your team, such as task completions or comments.

Once you’ve selected your widgets, you can drag and drop them into different areas of the dashboard, arranging them based on your preferences.

Step 2: Filtering the Information You Need

You can also filter the information displayed on your dashboard. For example, if you only want to see high-priority tasks, you can apply a filter that limits the task list widget to display only those tasks.

Similarly, you can filter by project, task owner, or due date, ensuring that you’re always focused on the most important work.

Step 3: Saving and Sharing Custom Dashboards

After customizing your dashboard, you can save the layout for future use. Some platforms even allow you to share your dashboard setup with team members, ensuring that everyone has access to the same real-time data and insights.

This is especially useful for project managers who need to keep their teams aligned.

Best Practices for Customizing Dashboards

• Keep It Focused: Avoid cluttering your dashboard with too many widgets. Focus on the information that will help you make decisions quickly.
• Update as Needed: Regularly review your dashboard layout as projects evolve. You might find that certain widgets become less relevant over time and can be replaced with more pertinent ones.

By customizing your dashboard, you can streamline your workflow and gain quick insights into your most critical tasks and projects.