![]() ![]() To stay on top of these changes, teams need to learn how to work cross-functionally and collaborate seamlessly.Īlso read: How to automate collaboratively in your Workato Workspace The problem with working across functions and teams This is because businesses need to be more agile than ever before. Workfront is an important tool a s the pace of change in the world quickens. If you want to customize the email, you can create a template.Project management tools like Workfront, are uniquely designed for Project Managers to organize teams – from marketing and engineering to sales and customer support – to meet key business goals. Reminder notifications use a default email format and message. Once the reminder settings have been established and saved, the reminder notification is available to object owners to use within Workfront. The stakeholder options vary depending on the object type selected for the reminder. Recipients - Select who the reminder should be sent to.Options vary depending on the object-specific reminder. Criteria - Specify the criteria to qualify the reminder to be sent.Options for timesheets are related to the start date, end date, or last update date. Timing - Select whether the reminder should be sent before or after the object’s planned, projected, or actual start/completion dates.Qualifying Period - The number of hours, days, weeks, or months before/after the date selected in the Timing section.Make sure the name is succinct but descriptive. Reminder Notification Name - This is the name that will be seen by project managers when they attach a reminder to an object. ![]() When setting up the reminder, there are a few things to consider: Select the desired object for the drop-down menu.Click the +New Reminder Notification button. ![]() Reminders are object-specific and have to be manually attached to the corresponding work item so the notification can be sent. Then they can be attached and used by project, task, and issue owners as reminders for when work is due soon or overdue. Reminder notifications are created by system administrators in the Setup area. ![]()
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