ALM: User Guide

The system notifies users about other project participants' actions, such as creating or changing project artifacts.

A bell icon is in the top-right corner. Notifications about changes in projects you participate in appear there.

Click the icon to open the latest notifications, go to a specific artifact, or open the "What's new" log with every change you have not viewed.

Email notifications

How many notifications you receive, and how you receive them, is set in the user profile settings or in the user's settings for a specific project. The settings can therefore differ from project to project.

• Notifications about every change in the project:
  • when the following are created, changed, or deleted: participants, issues (requests), tasks, files, comments, questions, blog posts;
  • when requirements, test documentation, or user documentation change.
• Notifications that concern the participant:
  • when issues, requests and stories, or tasks are created, if the participant is the assignee;
  • when issues, requests, and stories change, if the participant is the assignee;
  • when a question is created, as the person responsible;
  • when the content of requirements, test documentation, or technical documentation changes, if the participant is the author;
• Notifications that concern the participant or the participant's role in the project. In addition to the previous option:
  • when issues, requests and stories, or tasks are created, if the participant is the project coordinator;
  • when a question is created, if the participant is the project coordinator;
  • when the project knowledge base changes;

Instead of separate notifications, email can deliver everything that arrived over a period of time. This is a digest (a short summary) of all changes in the project. Right after ALM is installed, several digest periods are available, for example every 10 minutes, every day, or once a week. You can define your own digest periods by creating the corresponding scheduled jobs, configured under "Administration".

Watchers

You can also mark issues, tasks, and sections of the knowledge base, requirements, test documentation, or user documentation whose changes you want to be notified about, regardless of your project change-notification settings. Open the issue, task, or similar form and add yourself to the "Watchers" list.

Mentions

To notify a specific user, or participants with a given role, explicitly, use mentions. In the text of an issue, requirement, or comment, type @ (at), then specify the recipient.

Customization

You can configure the text and appearance of email notifications. Go to Administration — Settings — Texts. Open the template you need, make the changes, and save it. Read more about notification settings in Texts

Your avatar icon is shown in the top-right corner. From the menu you can open the profile settings, upload a photo, change contact information, and reset the password. In the user profile you can choose which notifications are emailed and how they are delivered: immediately, or as a digest.

While you are in a project, you can change the user settings for that project. In some projects you may want different email notification settings. Here you can also reset personal settings for reports, modules, and menus that were saved earlier.

Project coordinators (in the Participants module) or system administrators (in the Users module) can change user profile settings. If needed, users can be limited in how they configure their own profiles. Grant the corresponding attribute permissions for the "Participant" entity.