Alert Management

The Alert Management feature allows you to create and manage custom alerts based on specific criteria within your project.

Accessing Alert Management

Navigate to Admin Settings > General tab > Alert Management to access this feature.

Creating a New Alert

1. Click the ALERT button to launch the alert creation wizard.

2. Complete each tab of the wizard:

   • Description: Unique name and describe your alert.

   • Criteria: Set filters from Dashboard that will trigger the alert.

   • Rant & Rave Recipients: Select internal team members to receive the alert.

   • External Recipients: Add email addresses or phone numbers for external stakeholders.

   • Content: Customize the alert message content.

   • Confirmation: Review and confirm alert settings.

Managing Existing Alerts

From the Alert Management page, you can:

• View all configured alerts in a list format.

• Search for specific alerts using the search bar.

• Expand an alert to view its complete configuration.

• Edit an alert by selecting it and modifying any tab.

• Delete an alert that is no longer needed.

Note: When adding external recipients, the system automatically validates email addresses and phone numbers to ensure proper delivery.

Alert Management Video Tutorial