Introduction
This guide explains how to set up and manage Alerts in Easy8. Alerts act as an Early Warning System that notifies you about important project conditions such as deadlines, task delays, or unlogged time. With custom alerts, you can stay informed and respond quickly to potential issues.
Target Audience
- Administrator
Prerequisites
- Access to the Alerts feature via the More menu
- Permission to create personal or public alerts
How to Use Alerts
Step 1: Create a New Alert
- Click the "More" menu and choose Alerts.
- Click the "New alert" button in the top-right corner.
- Enter the alert name and define what to monitor (e.g., task filters, deadlines).
Step 2: Define Alert Behavior
Examples of Alert Use Cases
- Project milestone approaching (X days left)
- Overdue tasks
- Users didn’t log time yesterday
- Empty filters (waiting for work)
Alert Categories
- Alarm
- Warning
- Notice
Step 3: Choose Whose Data to Monitor
- Author’s – Values like <
- All users’ – Each user in the filter is evaluated individually.
- Group’s – The alert targets a specific group’s data.
Step 4: Choose Who Receives the Alert
- All participants – Those whose data is being evaluated.
- Only group members – Users in the selected group.
- Custom email(s) – Enter email addresses manually.
- Task assignees – Users assigned to tasks in the watched filter.
- Task coworkers – Users listed as coworkers in the task.
Step 5: Set Alert Frequency
- Under Time execution settings, define how often the alert should be evaluated and emails sent.
- This is managed in Administration → Scheduled Tasks Overview.
Step 6: Use Filter-Based Conditions
Operators for Filter Alerts
| Operator | Description |
|---|---|
| > | Sends a notification only if a new task appears in the filter. Sent once. |
| >= | Sends the full list of matching tasks each time the alert is evaluated. |
| <= | Same behavior as >= but for lower values. |
| < | Sends alerts when values drop below a defined number. |
| = | Triggers when the result exactly matches the value. Useful for detecting empty filters (=0). |
Conclusion
Easy8 Alerts let you monitor key project indicators and send timely email notifications to users or groups. With flexible configuration and scheduling, you can prevent problems before they escalate.
