Skip to main content
How to setup workflow notifications
Sam avatar
Written by Sam
Updated over a week ago

Setting up workflow notifications for yourself

Click the bell icon at the top of a workflow column to subscribe yourself and get notified via email when a form moves into that column. The bell icon will turn blue to signal it is active.

  • You can setup notifications for more than one column

  • The notifications will send even if the form moves backward into the column

  • Click the bell again time to unsubscribe. The bell should turn grey again.

Setting up workflow notifications for others

Click the eye icon at the top of a workflow column and select someone's name to subscribe and notify that person via email when a form moves into that column. The eye icon will turn blue to signal it is active.

  • You can select multiple people to get notified in each column

  • Click the 'x' to remove someone from being notified.

  • Team Member permissions do not allow you to setup workflow notifications for others

Note: Workflow notifications are unique to each team, even if the same template is used on multiple projects.

Did this answer your question?