What email notifications are sent from process boards?
Q: What email notifications are sent from process boards?
A: Process boards automatically send email notifications at key stages of the workflow to keep stakeholders informed and ensure work progresses without delays. Notifications are triggered based on actions such as new requests, assignments, stage transitions, approvals, and completion.
Notification events and recipients
1 - When a new work request is submitted
An email is sent to the board owners to notify them that a new request has been raised.
2 - When someone is newly assigned to a work request
An email is sent to the new assignee:
If the assignee is an individual, that person receives the email.
If the assignee is a team or work hub, the email is sent to the owners of that team/work hub.
3 - When a card moves into a column with column owners
An email is sent to the column owners to notify them that the item has entered their stage of the process.
The person who moved the card is excluded from this notification.
4 - When a card moves into a column with an approver
An email is sent to the approver(s) to notify them that the item is ready for review or decision.
If multiple approvers or owners are set on the column, each of them receives the email.
The person who moved the card is excluded from this notification.
5 - When a work request is closed or completed
An email is sent to the original requester to confirm that the request has been completed, including its final status.
These notifications ensure that the right people are informed at the right time as work progresses through the process board.
Note: Email notifications are triggered automatically based on board configuration (owners, assignees, and approvers), so it’s important these roles are set up correctly to ensure the right recipients are notified.