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New Feature: Process Board Notifications

Admins can now configure automated email and Slack notifications for process boards.

How to:

  1. Click the gear icon next to the board title to edit the settings of the board.

  2. Select the Notifications tab.

  3. Check the Enabled box and select your preferences.

    • Daily or Weekly

      • Weekly: Shows previous 2 weeks

      • Daily: Shows previous 2 days

      • Streak Exempt Days: The org-wide streak exempt days that are selected in the ‘Processes general settings’ will be accounted for.

    • People or Groups

    • Slack channels

    • External emails

    • Email all board members

      • Note: Only available with a ‘manual only’ board.

  4. Click Save.

Notifications:

  • Include:

    • Board performance summary

    • Current vs. previous period stats

    • Per-board breakdowns