You can configure system notification rules to email users and customers about changes. Notifications are sent after items are saved in the project database. For example, you may want users to receive an email when an item is assigned to them. Notifications only inform users of changes, they do not assign items to users.
Note: You can configure escalation rules to send email based on a schedule. See Configuring escalation rules.
1. Choose Tools > Administration > Automation Rules.
The Configure Automation Rules dialog box opens with the Notifications tab selected.
2. Select an item Type. The items change based on the selected type.
Notifications are displayed in groups that correspond with the activity that causes the notification to be sent.
Note: Notifications are not sent for invalid rules, which are displayed in gray. For example, a notification rule becomes invalid if the filter used in the rule is deleted. You can edit an invalid rule to correct the problem.
3. Click Add to create a notification rule. See Adding system notification rules.
4. Select a rule and click Edit to change it. See Editing system notification rules.
5. Select a rule and click Inactivate to inactivate it. See Inactivating system notification rules.
6. Select a rule and click Delete to delete it. See Deleting system notification rules.
7. Click OK to save the changes.