Administrators and main managers can configure Helix Plan to automatically send email notifications based on activity that occurs in the Planning and Quality assurance areas.
Planning
1. In the Planning area, click More > Customize project.
The Customize project dialog box opens.
2. Click the Email notifications category.
3. Select any options to Send email to project members.
- When preceding items are completed emails project members when a task that precedes one they are assigned is completed. To email other people when these emails are sent, click Copies. The Extra message copies dialog box opens. Enter the email addresses for the recipients and click OK.
- Before a release emails project members a specified number of days before a release. To select when to send these emails, click Settings. The Release warning dialog box opens. Select any options and click OK.
4. Select any options to Send email to main managers.
- With a schedule report emails main managers a schedule report at a specified frequency.
- To email other people when these emails are sent, click Copies. The Extra message copies dialog box opens. Enter the email addresses for the recipients and click OK.
- To select when to send these emails, click Settings. The Occurrence dialog box opens. Select any options and click OK.
- When an item is completed emails main managers when an item is completed by a team member.
5. Select the Sub project path depth to display for items in emails. This can help the email recipient see the item's path and better understand the context.
6. Click OK to save the changes.
Quality assurance
1. In the Quality assurance area, click More > Customize project.
The Customize project dialog box opens.
2. Click the Email notifications category.
3. Select With a Quality assurance report to send an email with a quality assurance report to main managers at a specified frequency. To select when to send these emails, click Settings. The Occurrence dialog box opens. Select any options and click OK.