Having a Customer Portal is only helpful if people go to it and use it to stay informed and aligned. Therefore, we've built Notifications that automatically alert you and/or your customers when things change, notes are added or are assigned to a user.
By default, Notifications are on for internal users and they are sent via Email. This can be changed to Slack or Desktop if preferred.
📌Important to note: If you would like your end-users to receive notifications from the portal you will need to go to the "Settings" page in Planhat and enable the "Email notifications to contacts" setting. To be able to access the "Settings" page you will need to be an administrator.
The available Notifications are as follows:
When a new item is added to a shared Workspace
When you are @mentioned on a shared Task or Workflow
When a Task is assigned to you
When a Task assigned to you becomes overdue
When you receive a Notification, the bell icon in the top right corner of your Portal will turn red and you will receive an Email, Slack message or Desktop Alert. To change your Notification settings click the bell icon, and then the cog icon.
In addition, Planhat users can also receive a notification whenever a Portal is accessed. This setting is on by default and Notifications will show on the Today Page.