Due Date Notification Settings

As part of AchieveIt’s Notification Settings, you can decide whether or not you’d like your assigned-to users to receive notifications related to the due dates of their items.

There are three types of due date notifications: approaching due date, due today, and past due. If you turn on more than one type of due date notification, your user will receive a single email containing all of their due date notifications.

If the user does not have any items due, past due, or approaching their due date, they will not receive an email.

Approaching Due Date

This setting allows you to select how many days before the due date you’d like assigned-to users to be notified. The maximum number of days before is currently 30. In the example above, the user would receive notifications 5, 15, and 30 days before their items are due.

Due Today

Turn this setting on to ensure your assigned-to users receive a notification on the item’s due date.

Past Due

Select this notification for users to receive notifications when an item has passed its due date without being marked in a terminal status (Achieved, Not Achieved, or Cancelled). In the example above, the user would receive those notifications every Friday. To increase urgency of past due items, we recommend selecting more than one day per week, to keep it top of mind for your assigned-to users.

Setting Up Due Date Notifications

These settings automatically save when you turn them on. However, approaching due date notifications will not be sent until you enter a number to represent the number of days before the due date. The maximum is 30, and you can enter multiple values, separated by commas.  

Similarly, for past due notifications, emails will not be sent until you select at least one day per week.

Overriding These Settings at the Plan and Plan Item Levels

By default, all plans and plan items will inherit these settings. If you would like to override these settings, you have the option to do so on a plan or plan item level.

This means you can customize notification settings for each plan, and for individual plan items.

To Override Settings at the Plan Level

  1. Open the top plan card.
  2. Select the Options tab.
  3. Uncheck the ‘Use Organization Settings’ checkbox.

 

  1. Select the desired notification settings for this plan.

To Override Settings at the Plan Item Level

  1. Open the top plan card.
  2. Select the Options tab.
  3. Uncheck the ‘Use Plan Default Settings’ checkbox.

 

  1. Select the desired notification settings for this plan item.
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