Requests I have made
See also Notifications: Requests I have made.
Object Type | Event | Recipient | Description | Default state |
---|---|---|---|---|
Document | Document Approval Status Change | Requestor |
A document approval request is completed. The Document Requestor receives an email notification when the document approval request is completed. | Active (Instant only) |
Document | Document Request Complete | Requestor |
A document upload request is fulfilled. The Document Requestor receives an email notification when a request to upload a document is fulfilled. | Active (Instant only) |
Issue | Issue Add | Issue Primary Contact |
I add an issue to a project. The primary contact on an issue receives a notification when they add an issue in a project. A notification is sent only if the project status is Current or Planning. | Inactive |
Issue | Issue Assignment | Issue Primary Contact |
Someone is assigned to an issue for which I'm the primary contact. The primary contact on an issue receives a notification when the issue is assigned to a user. A notification is sent only if the project status is Current or Planning. | Inactive |
Issue | Issue Completion | Issue Primary Contact |
An issue for which I'm the primary contact is completed. A notification is sent only if the project status is Current or Planning. | Inactive |
Project | Project Status Change | User that created project (Entered By) |
The status changes on a project I created. The user who created the project receives an email notification when the project status changes. | Inactive |
Issue | Request Add | Issue Primary Contact |
I submit a request (confirmation). The Primary Contact on the issue receives an email notification when they submit an issue. A notification is sent only if the project status is Current and if the project is using a "Is Help Desk" View. | Active |
Issue | Request Assignment | Issue Primary Contact |
Someone is assigned to my request. The primary contact of the issue receives an email notification when a user is assigned to the issue, unless the primary contact and the assigned user are the same user. A notification is sent only if the project status is Current and if the project is using a "Is Help Desk" View. | Active (Daily only) |
Issue | Request Closed | Issue Primary Contact |
My request is closed (confirmation). The issue's primary contact receives an email notification when the request is closed. A notification is sent only if the project status is Current and if the project is using a "Is Help Desk" View. If the notifications for "issue completion" are enabled, they will always trigger instead of the "Request closed to Issue Primary Contact." If you want this notification to trigger, you must deactivate the "issue completion" notifications. | Active (Instant only) |
Document | Request Document Add | Issue Primary Contact |
A document is changed or uploaded on an issue for which I am the primary contact. The issue's primary contact receives an email notification when a document is uploaded or changed on the issue, unless the user who uploaded or changed the document is also the primary contact. A notification is sent only if the project status is Current and if the project has the "Publish as Help Request Queue" enabled on the Queue Setup tab. | Active (Daily only) |
Issue | Request Status Change | Issue Primary Contact |
The status changes on my request. The primary contact of the issue receives an email notification when the issue status changes, unless the user who changed the status is also the primary contact. A notification is sent only if the project status is Current and the project is using a "Is Help Desk" View. | Active (Daily only) |
Communication
See also Notifications: Communication.
Object Type | Event | Recipient | Description | Default state |
---|---|---|---|---|
Document | Comment on Document | Document Owner |
A comment is added on my document. The owner of a document in Workfront receives an email notification when a comment is posted on the document, unless the user who posted the comment is also the document owner. Any users who are directly included in the comment also receive an email notification. A notification is sent only if the project status is Current. The subject of the instant notification email is: Comment on <Request Name> on <Project Name> (ref# <Request Reference Number>) The subject of the daily digest notification is: Digest of Communication <Date of daily digest> | Active |
Note | Request Note Add | Issue Primary Contact |
When a comment is posted on a request, email the issue primary contact. The primary contact for an issue receives an email notification when a comment is posted on a request, unless the user who posted the comment is also the primary contact for the issue. Any users who are directly included on the comment also receive an email notification. A notification is sent only if the project status is Current. | Active |
User | Directed Update | User |
Someone includes me on a directed update. A directed update is when a user specifically includes another user in an update, as described in Tag others on updates. In this case, the user who is included in the directed update receives an email notification about the update. The email notification is sent only if the user has access rights to the object and if they keep it enabled in their profile. This event notification is activated by default and cannot be deactivated. | Active |
Team | Directed Update | Team members |
Someone includes my team on a directed update. A directed update is when a user specifically includes another user in an update, as described in Tag others on updates. In this case, any member of the team that is included in the directed update receives an email notification about the update. The email notification is sent only to users who have access rights to the object of the update. If the user sending the directed update is a member of the team being included, the user sending the update does not receive an email notification. | Active (Daily only) |
Note | Work Item Comment | Thread Participants |
Someone comments on a thread I'm in. Participants in the thread and users who are included in a direct message receive an email notification when a user makes a comment in the thread. Users must have View access to receive a notification. The following users do not receive a notification:
| Active (Daily only) |
Note | Work Item Comment | Work Item Assignee |
Someone comments on one of my work items. The assignee of the work item receives an email notification any time a user adds an update to a work item, unless the user who adds the update is also the assignee. | Active (Daily only) |
Note | Work Request Reply | Work Requestor |
Someone replies to my request. After a user submits a request and another user replies to that request, the user who submitted the request receives an email notification. An email notification is not sent if:
| Active (Daily only) |
Approval information
See also Notifications: Approval information.
Object Type | Event | Recipient | Description | Default state |
---|---|---|---|---|
User | Approval Delegation | User | I'm delegated as an approver. | Active (Instant only) |
Issue | Delegated Issue Approval Status Change | User that delegated the approval |
A delegated issue approval request is completed. When you delegate an issue approval to someone else, you receive an email notification when they finish that approval (whether they approve or reject the issue approval). | Active (Daily only) |
Project | Delegated Project Approval Status Change | User that delegated the approval |
A delegated project approval request is completed. When you delegate a project approval to someone else, you receive an email notification when they finish that approval (whether they approve or reject the project approval). | Active (Daily only) |
Task | Delegated Task Approval Status Change | User that delegated the approval |
A delegated task approval status is completed. When you delegate a task approval to someone else, you receive an email notification when they finish that approval (whether they approve or reject the task approval). | Active (Daily only) |
Document | Document Approval Cancel to Approver | User that delegated the approval |
A document approval request is canceled. The Document Approver of the document receives an email notification when the document approval request is canceled. | Active (Instant only) |
Timesheet | Timesheet Approval | User that timesheet belongs to | My timesheet is approved. | Inactive |
Information about work assigned to me
See also Notifications: Information about work assigned to me.
Object Type | Event | Recipient | Description | Default state |
---|---|---|---|---|
Task | All Predecessor Task Completion | Members of the team assigned to dependent tasks |
All predecessors of the team's tasks are completed. The task assignees (all members of the team) receive an email notification. Users with a Light or Review license do not receive a notification. | Inactive |
Task | All Predecessor Task Completion | User assigned to dependent tasks |
All predecessors of my tasks are completed. The task assignee receives an email notification. Users with a Light or Review license do not receive a notification. | Inactive |
Issue | Approval decision | User that the issue is assigned to |
An issue I resolve is approved or rejected. The assignee of an issue receives an email notification when an approval decision is made (approved or rejected). Users with a Light or Review license do not receive a notification. | Inactive |
Task | Approval decision | User that the task is assigned to |
A task I complete is approved or rejected. The task assignee receives an email notification when the task is approved or rejected. A notification is sent only if the project status is Current. Users with a Light or Review license do not receive a notification. | Inactive |
Issue | Issue Completion | User that the issue is assigned to |
An issue I'm assigned to is completed. A notification is sent only if the project status is Current or Planning. Users with a Light or Review license do not receive a notification. | Inactive |
Issue | Issue Planned Completion Date changed | User that the issue is assigned to |
The due date changes on an issue I'm assigned to. The issue assignee receives an email notification when the Planned Completion Date changes, unless the user who changed the Planned Completion Date is also the assignee. A notification is sent only if the project status is anything other than Planning. | Active |
Issue | Issue Status Change | User that the issue is assigned to |
The status changes on one of my work items. The assignee of the issue receives an email notification when the status changes, unless the user who changed the status is also the assignee. A notification is sent only if the project status is Current. Users with a Light or Review license do not receive a notification. | Active (Daily only) |
Document | Request Document Add | User that the issue is assigned to |
Documents are uploaded or changed on requests I'm assigned to. The issue assignee receives an email notification when documents are uploaded or changed on an issue they added. An email notification is not sent if the user who entered the issue is the issue assignee. A notification is sent only if the project status is Current and if the project has the "Publish as Help Request Queue" enabled on the Queue Setup tab. | Active (Daily only) |
Task | Task Completion | User that the task is assigned to |
A task I'm assigned to is completed. The Task Assignee receives an email notification when the task is completed. Notifications are not sent when a personal task is completed. A notification is sent only if the project status is Current. Users with a Light, Contributor, Review, or Requestor license do not receive a notification. | Inactive |
Task | Task Completion | User assigned to dependent task |
A predecessor of one of my tasks is completed. The task assignee receives an email notification when one of their task's predecessors has been completed. Users with a Light or Review license do not receive a notification. | Inactive |
Task | Task Planned Completion Date Changed | User that the task is assigned to |
The due date changes on a task I'm assigned to. The Task Assignee receives an email notification when the Planned Completion Date of the task changes, unless the user who changed the Planned Completion Date is also the Task Assignee. A notification is sent only if the project status is anything other than Planning. No notification is sent regarding personal tasks. | Active |
Task | Task Status Change | User that the task is assigned to |
The status changes on a task I'm assigned to. The Task Assignee receives an email notification when the status of the task changes, unless the user who changed the status is also the assignee. A notification is sent only if the project status is Current. Users with a Light or Review license do not receive a notification. | Inactive |
Information about projects I’m on
Object Type | Event | Recipient | Description | Default state |
---|---|---|---|---|
Project | Current Project Status | Members of project team |
A project I'm on becomes active. Users on the project receive an email notification when the project becomes active. | Inactive |
Document | Document Add | Members of project team |
A document is added to a project I'm on. Users on the project team receive an email notification when a document is added to the project, except for the user who added the document. A notification is sent only if the project status is Current and the document is not Private. | Inactive |
Issue | Issue Add | Members of project team |
An issue is added to a project I'm on. Users in a project receive an email notification when an issue is added to the project. A notification is sent only if the project status is Current. | Inactive |
Issue | Issue Completion | Members of project team |
An issue is completed on a project I'm on. Any user on the project receives a notification. A notification is sent only if the project status is Current or Planning. | Inactive |
Task | Milestone Task Completion | Members of project team |
A milestone task is completed on a project I'm on. All users on the Project Team receive a notification when a milestone task is completed. A notification is sent only if the project status is Current or Planning. | Inactive |
Project | Project Completion | Members of project team |
A project I'm on is completed. Users on a project team receive an email notification when the project status is Complete. Tip: If projects are completed regularly, enabling this option can create a lot of email for users who have a limited number of tasks on many projects. | Inactive |
Project | Project Status Change | Members of project team |
The status changes on a project I'm on. Users on the Project Team receive an email notification when the status of the project changes. | Inactive |
Project User | Project User Add | Members of project team |
I'm added to a project. The user who was added to the project receives an email notification when they are added, unless the user was self-added to the project. A notification is sent only if the project status is Current. | Inactive |
Task | Task Completion | Members of project team |
A task is completed on a project I'm on. Members of the project team receive an email notification. A notification is sent only if the project status is Current. | Inactive |
Issue | Unassigned Issue Added | Members of project team |
An unassigned issue is added to a project I'm on. Users on a project receive an email notification when an unassigned issue is added to the project. A notification is sent only if the project status is Current. | Inactive |
Information about projects I own
Object Type | Event | Recipient | Description | Default state |
---|---|---|---|---|
Document | Document Add | Project Owner |
A document is added to a project I own. The Project Owner receives an email notification when a document is added to the project, unless the user who added the document is also the Project Owner. A notification is sent only if the project status is Current and the document is not Private. Users with a Light or Review license do not receive a notification. | Inactive |
Issue | Issue Add | Project Owner |
An issue is added to a project I own. The Project Owner receives an email notification when an issue is added to the project. A notification is sent only if the project status is Current or Planning. Users with a Light or Review license do not receive a notification. | Inactive |
Issue | Issue Commit Date Change | Project Owner |
The commit date changes for an issue on one of my projects. The Project Owner receives an email notification when the Commit Date changes for an issue on the project, unless the user who changes the Commit Date is the same user as the Project Owner. | Active |
Issue | Issue Completion | Project Owner |
An issue is completed on a project I own. The project owner receives an email notification. A notification is sent only if the project status is Current or Planning. Users with a Light or Review license do not receive a notification. | Inactive |
Task | Milestone Task Completion | Project Owner |
A milestone task is completed on a project I own. A notification is sent only if the project status is Current or Planning. | Inactive |
Project | Project Owner Assignment | Project Owner |
I'm set as the owner of a new project. When a user is assigned as the owner of a project, that user receives an email notification. If the project owner is the same user who made the assignment, an email notification is not sent | Inactive |
Project | Project Progress Change | Project Owner |
A project I own gets behind. The project owner receives an email notification when the project is behind schedule. | Inactive |
Task | Task Commit Date Change | Project Owner |
The commit date changes for a task on one of my projects. The Project Owner receives an email notification when the Commit Date changes for a task on the project, unless the user who changed the Commit Date is also the Project Owner. | Active |
Task | Task Completion | Project Owner |
A task is completed on a project I own. The project owner receives a notification. A notification is sent only if the project status is Current. | Inactive |
Task | Task Progress Change | Project Owner |
A task on a project I own gets behind. The Project Owner receives an email notification when a task on the project gets behind schedule. A notification is sent only if the project status is Current. | Inactive |
Issue | Unassigned Issue Add | Project Owner |
An unassigned issue is added to a project I own. The Project Owner receives an email notification when an unassigned issue is added to the project. A notification is sent only if the project status is Current or Planning. Users with a Light or Review license do not receive a notification. | Inactive |
Information about projects I sponsor
See also Notifications: Information about projects I sponsor.
Object Type | Event | Recipient | Description | Default state |
---|---|---|---|---|
Document | Document Add | Project Sponsor |
A document is added to a project I sponsor. The Project Sponsor receives an email notification when a document is added to the project, unless the document is added by the Project Sponsor. A notification is sent only if the project status is Current and if the document is not Private. | Inactive |
Issue | Issue Add | Project Sponsor |
An issue is added to a project I sponsor. The Project Sponsor receives an email notification when an issue is added to the project. A notification is sent only if the project status is Current or Planning. | Inactive |
Issue | Issue Completion | Project Sponsor |
An issue is completed on a project I sponsor. The project sponsor receives an email notification. A notification is sent only if the project status is Current or Planning. | Inactive |
Task | Milestone Task Completion | Project Sponsor |
A milestone task is completed on a project I sponsor. The Project Sponsor receives an email notification when a milestone task is completed on a project they sponsor. A notification is sent only if the project status is Current or Planning. | Inactive |
Project | Project Progress Change | Project Sponsor |
A project I sponsor gets behind. The Project Sponsor receives an email notification when the project gets behind schedule. | Inactive |
Project | Project Sponsor Assignment | Project Sponsor |
I'm set as the sponsor of a project. The project sponsor receives an email notification when they are set as the sponsor of a project. | Inactive |
Task | Task Completion | Project Sponsor |
A task is completed on a project I sponsor. The project sponsor receives an email notification. A notification is sent only if the project status is Current. | Inactive |
Task | Task Progress Change | Project Sponsor |
A task on a project I sponsor gets behind. The Project Sponsor receives an email notification when a task on the project gets behind schedule. A notification is sent only if the project status is Current. | Inactive |
Issue | Unassigned Issue Add | Project Sponsor |
An unassigned issue is added to a project I sponsor. The Project Sponsor receives an email notification when an unassigned issue is added to the project. A notification is sent only if the project status is Current or Planning. | Inactive |
Miscellaneous information
See also Notifications: Miscellaneous information.
Object Type | Event | Recipient | Description | Default state |
---|---|---|---|---|
Announcement | Announcement was added | A message is sent to the Announcement Center. | Active (Instant only) | |
Document | Document Request Cancel | User that document is requested from |
Cancel a document upload request from me. The Document Requestee receives an email notification when a document request is canceled. | Active (Instant only) |
Error Notification |
An error was found that needs your attention. An email notification is generated after Workfront tries and fails to connect to a POP account. After 25 tries, Workfront disables the connection to the POP account in order to preserve resources and it sends out a notification. The email notification is sent to the Project Owner, if the POP email is associated with a request queue, or to the Workfront administrators, if the POP account is associated with the "Incoming Mail" feature in Email Setup. | Active (Instant only) | ||
Issue | Issue Assignment | Resource Owner |
An issue assignment change affects one of my people. The Issue Assignee Manager receives an email notification when a change affects a user they manage. A notification is sent only if the project status is Current or Planning. | Inactive |
User | New User | User |
When a new user is created in Workfront, email the user. After the new user is created, the user receives an email invitation, notifying them that a Workfront account has been created and prompting them to set their password. When creating a new user, users can select the option "Send an invite email to this person" (as described in Add users). However, when the "New User to User" option is enabled globally, all new users receive the email invitation regardless of whether the "Send an invite email to this person" option is selected. | Inactive |
Team | Object Share | Members of team that object was shared with | Someone shares an object with my team. | Inactive |
User | Object Share | User that object was shared with | Someone shares an object with me. | Active (Instant only) |
Project User | Project User Add | Resource Owner |
One of my people is added to a project. A manager receives an email notification when one of his or her direct reports is added to a project. Users with a Light or Review license do not receive a notification. | Inactive |
Project | Project added to a portfolio or program | Portfolio or Program Owner | Someone adds a project to a portfolio or program I own. | Active (Instant only) |
Task | Task Assignment | Resource Owner |
A task assignment change affects one of my people. The Task Assignee's Manager receives an email notification. A notification is sent only if the project status is Current. | Inactive |
Project Task Issue | New Update | Subscriber | An email is sent when an update is made to a task, issue, or project that I am subscribed to. | Active (Instant only) |
Delegation
See also Notifications: Delegation.
Object Type | Event | Recipient | Description | Default state |
---|---|---|---|---|
Tasks and issues | Task and issue delegation | Assignee | I delegate my tasks and issues (confirmation) | Active (Instant only) |
Tasks and issues | Stop task and issue delegation | Assignee | I stop the delegation of my tasks and issues (confirmation) | Active (Instant only) |
Tasks and issues | Task and issue delegation | Delegate | Someone delegates their tasks and issues to me | Active (Instant only) |
Tasks and issues | Stop tasks and issue delegation | Delegate | Someone stops the delegation of their tasks and issues to me | Active (Instant only) |
Workfront
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