Configuring OKR Notifications

Goals set, timelines chosen, next step - customize your goal communication! Design personalized System/Push Notifications for instant updates and Email Notification Templates to remind teammates and stakeholders about deadlines and achievements. 

Creating Notification templates

To create a notification template:

1. Go to Perform → OKRs → Settings → Notification Templates
2. Click the + Add button.
3. Enter a descriptive name for your notification template that will be used for both system/push and email notifications.
4. Write a notification that's easy to read, memorable, and motivates action.
5. Compose your email notification using the HTML editor. Add formatting, and images, and even personalize it with dynamic variables.
6. Click Save to create a template or Cancel to discard the changes.

Tip: Click the template name to access and modify its notification settings.