Above is the email alert I received by just adding myself to the task.
You should receive an email if you set the alert to send immediately.ĭ. Just go in and immediately save it with no changes. Note I had to ‘Modify’ the My Tasks view to get it to show up here. Choose the last ‘view’ option and select the ‘My Tasks’ view.ĭ. The important area we are discussing is what changes to send alerts for. Choose the options you like on this page to get notifications immediately as you please. On the Lists ribbon select ‘Set alert on this list’.Ĭ. To do this we just have to perform a couple of steps.Ĭreate a view based on your business requirements or use the existing ‘My Tasks’ view.Įither the Project Manager sets alerts if they want to force notifications or as team members get added to the project and thus get permissions they can ‘self-serve’ and subscribe to alerts they want.įinally you can save custom views into a site template to be used in a project type so whenever a project gets created these views come along ready to be used by the PM when the project is first kicked off.Ĭreate or use an existing view for the notifications.ī. One new feature essential to this is that Project Online synchronizes tasks for a project to the project site Task list (as well as Outlook tasks but that is another storyline.) With this great new feature and SharePoint’s alerts based on a view we can send email alerts to resources for their tasks only. So we can be a little creative and use this new functionality to give people what they want, notifications or not, in a self-serve manner that will make everyone happy. Some people want this feature on and some do not want to read the many emails that can possibly come in. Now by having views in the mix we can have smarter alerts that trigger based on a variety of conditions that fit your business process.īy default Project Online does not send emails to resources when they are assigned to a task. Previously alerts were based on changes to items in the list or library as a whole. One of the new features we can use in Project Online is the new SharePoint feature that alerts can be triggered off of a view. That and being ‘married’ to SharePoint 2013 as an underlying platform brings along even more functionality. Project Online has a lot of great new features. This article will show how we can enable notifications on task changes to team members for Project Online. On to the other ways of achieving similar results – first from Ray Letts: Unfortunately even Microsoft has limited resources – and the challenge is that I am sure all of you would have chosen to sacrifice some different feature to get this one – you can’t please all of the people all of the time…
I know plenty of you are reading and thinking – yes, but we wanted that feature.
#MICROSOFT PROJECT ONLINE COLABORATION SOFTWARE#
With any software release we have choices to make on where we invest – and for that feature there were some challenges that it didn’t already use the same notifications infrastructure as SharePoint, and the existing architecture would have given us some performance concerns – particularly in a multi-tenant environment. Also Doug Welsby – one of our Senior Solution Specialists – has shared some extra steps to ensure you can get these alerts to the right e-mail addresses if you do not also happen to use the associated Exchange Online domain for e-mail.īut first, I wanted to give a little insight to why that feature isn’t there. As we now replicate the tasks from the plan to the Project site there are some ways to get some of this functionality back via that list – and one of our Virtual Technical Specialists, and Partners, Ray Letts from Arbutus Solutions, has shared some details of how he achieves this for his customers. Project Online does have a slightly different feature set than Project Server 2013 – and one feature that I know many of you are missing is the task notifications and reminders. First published on TECHNET on Jan 14, 2014
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