đ Notification Event Management
âšī¸ Notification System: Comprehensive control over 156+ notification events with multi-channel delivery (Email, Web, Slack).
Notification Interface Controls
âŧAvailable Controls
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Filter & Search
- Category filter dropdown
- Real-time search field
- Business module filtering
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Event Configuration
- Event triggering conditions
- Recipient configuration
- Category organization
đĄ
Channel Selection
- Email notification toggle
- Web notification toggle
- Slack notification toggle
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Management Interface
- Pagination (100 items per page)
- Bulk configuration options
- Export/import capabilities
đ Project Management Notifications
âŧProject Lifecycle Events
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Project Created
Triggered when new project is created
Email
Web
Slack
- Notify To: Project team members
- Benefit: Immediate awareness of new projects
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Project Completed
Triggered when project status changes to completed
Email
Web
Slack
- Notify To: Project team and stakeholders
- Benefit: Celebration of project milestones
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Project Deleted
Triggered when project is removed from system
Email
Web
Slack
- Notify To: Project stakeholders
- Benefit: Awareness of project changes
Task Management Events
- Project Task Created: New task added to project â Task assignee, collaborators
- Task Assignment: Task assigned to user â Task assignee
- Task Collaboration Updates: Task collaboration changes â Task collaborators
đŧ Business Process Notifications
âŧOrder Management
- New Order Received: Customer places new order â Sales team, Order managers
- Order Status Updated: Order status changes â Customer, Order managers
Financial Events
- Invoice Created/Updated/Paid: Invoice lifecycle events â Relevant stakeholders
- Payment Received/Failed: Payment processing events â Financial team, customers
Contract & Estimate Events
- Contract Signed/Expired: Contract status changes â Contract managers, stakeholders
- Estimate Approved/Rejected: Client responds to estimates â Sales team, project managers
đĄ Business Impact: These notifications ensure immediate awareness of critical business events, enabling faster response times and better customer service.
đĨ Team Management Notifications
âŧTeam Events
- Team Member Added/Removed: Team composition changes â Team managers, affected members
- Leave Request Submitted/Approved: Leave management events â Managers, HR team
Time Tracking
- Timesheet Submitted: Time tracking submissions â Project managers, HR
- Attendance Marked: Attendance events â Supervisors, HR team
đ¤ Client Communication Notifications
âŧSupport Events
- Ticket Created/Updated/Resolved: Support ticket lifecycle â Support team, customers
- Message Received/Sent: Internal messaging events â Message recipients
Document Events
- Document Shared: Files shared with users â Recipients
- Client Portal Access: Client accesses portal â Account managers
đ Impact: Client communication notifications improve customer satisfaction and enable proactive relationship management.
đĄ Notification Management Best Practices
âŧConfiguration Strategy
Initial Setup
- Assess Communication Needs: Determine which events need notifications
- Choose Appropriate Channels: Match channels to notification types
- Start Conservative: Begin with essential notifications only
- Test Thoroughly: Verify all channels work correctly
- Train Users: Educate users on notification management
Ongoing Management
- Monitor Usage: Track notification effectiveness
- Gather Feedback: Ask users about notification preferences
- Adjust Settings: Fine-tune based on user behavior
- Regular Review: Assess and update notification strategies
User Experience Considerations
- đĢ Notification Fatigue: Avoid overwhelming users with too many notifications
- đ¯ Relevance: Ensure notifications are relevant to recipients
- â° Timing: Consider time zones and working hours
- âī¸ Choice: Provide users with notification preference options
đ Third-Party Integration Services
âšī¸ Integration Services: Connect with 8 major third-party services to extend platform functionality with secure API key management.
đ Security & Protection Services
âŧ
đĄī¸
Active
Google reCAPTCHA Integration
Spam protection and bot prevention service
Configuration Fields
Protocol: v2 Checkbox (recommended)
Site Key: Public key from Google reCAPTCHA
Secret Key: Private key from Google reCAPTCHA
Setup Process
- Visit Google reCAPTCHA website
- Create new site configuration
- Copy Site Key and Secret Key
- Enter keys in platform configuration
- Test reCAPTCHA functionality
- Important: Test before logout to ensure functionality
Security Benefits
- Prevents automated spam submissions
- Protects forms from bot attacks
- Improves data quality
- Reduces security risks
âī¸ Cloud Storage Services
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Google Drive Integration
Cloud storage for file management and collaboration
Features
- File storage and backup
- Document sharing
- Collaborative editing
- Unlimited storage (based on Google plan)
Use Cases
- Document backup and storage
- File sharing with clients
- Project file organization
đī¸
Wasabi Integration
Alternative cloud storage service with cost-effective solutions
Features
- Object storage
- File backup
- Content delivery
- High performance
Use Cases
- Large file storage
- Media content delivery
- Backup and disaster recovery
- Archive storage
đŦ Communication & Collaboration
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Slack Integration
Team communication platform integration
Setup Process
- Enable Slack integration checkbox
- Configure Slack webhook URL
- Set up Slack app permissions
- Test notification delivery
- Configure team notification preferences
Business Benefits
- Centralized team communication
- Real-time project updates
- Reduced email dependency
- Improved team coordination
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Pusher Integration
Real-time push notifications and live updates
Features
- Live notifications
- Real-time updates
- WebSocket connections
- Immediate user experience
Use Cases
- Instant messaging
- Real-time dashboard updates
- Live activity feeds
- Collaborative editing
đ¨âđģ Development & Code Management
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đ
GitHub Integration
Code repository and project management
Features
- Repository integration
- Issue tracking
- Project management
- Version control
- Automated workflows
Use Cases
- Code repository management
- Issue tracking integration
- Project documentation
- Automated deployments
đĒŖ
Bitbucket Integration
Alternative code repository integration
Features
- Git hosting
- CI/CD integration
- Code management
- Private repositories
- Enterprise features
Use Cases
- Private code repositories
- Continuous integration
- Code review workflows
- Team development
đ Content Management
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âī¸
TinyMCE Integration
Rich text editor integration for enhanced content creation
Features
- WYSIWYG editing
- Content formatting
- Media management
- Professional formatting
Use Cases
- Rich text content creation
- Document formatting
- Email template editing
- User-generated content
đ Integration Security & Management
âŧAPI Key Management
- đ Secure Storage: Platform encrypts and securely stores API keys
- đĒ Access Control: Limit access to integration settings
- đ Regular Rotation: Update API keys periodically
- đ Audit Trail: Monitor integration access and changes
Permission Scoping
- ⥠Minimal Permissions: Request only necessary permissions
- đ Regular Review: Assess and update permission requirements
- đĨ User Consent: Ensure users understand data sharing
- âī¸ Compliance: Meet data protection regulations
â ī¸ Security Best Practices:
- Rotate API keys regularly according to security policies
- Monitor integration usage and audit access logs
- Review and update permissions quarterly
- Ensure compliance with data protection regulations
đĄ Communication Channel Setup
đ§ Email Notification Channel
âŧEmail Channel Overview
- đ¯ Purpose: Traditional email delivery for detailed notifications
- âī¸ Configuration: Requires Email Settings (SMTP) configuration
- đ Delivery: Asynchronous email sending
- đ Templates: Customizable via Email Templates section
- â Best For: Detailed information, formal communications
Setup Requirements
- Configure SMTP settings in Email section
- Set up email templates
- Enable email notifications for desired events
- Test email delivery
đĄ Integration: Email notifications work with your SMTP configuration from the Email Settings section.
đ Web Notification Channel
âŧWeb Channel Overview
- đ¯ Purpose: Browser-based real-time notifications
- âī¸ Configuration: Requires browser permission from users
- ⥠Delivery: Immediate web notifications
- đģ Display: Browser notification popups
- â Best For: Immediate alerts, real-time updates
Setup Requirements
- Enable web notifications in browser settings
- Configure notification permissions
- Test web notification delivery
- Train users on notification management
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User Experience: Web notifications provide immediate awareness without requiring users to check email or other platforms.
đŦ Slack Notification Channel
âŧSlack Channel Overview
- đ¯ Purpose: Team communication platform notifications
- âī¸ Configuration: Requires Slack webhook integration
- ⥠Delivery: Real-time Slack channel messages
- đ§ Setup: Configure in Integration settings
- â Best For: Team collaboration, group notifications
Setup Requirements
- Configure Slack integration in Integration settings
- Set up Slack webhooks
- Enable Slack notifications for events
- Test Slack message delivery
đ Integration: Slack notifications require proper Slack integration setup from the Integration Services section.
âī¸ Channel Comparison & Best Practices
âŧChannel Selection Guide
đ§
Email
Best For:
- Detailed notifications
- Formal communications
- Record keeping
- External stakeholders
Limitations:
- Not immediate
- May go to spam
- Requires SMTP setup
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Web
Best For:
- Immediate alerts
- Real-time updates
- Active users
- Urgent notifications
Limitations:
- Requires browser permissions
- Only when browser open
- Can be intrusive
đŦ
Slack
Best For:
- Team notifications
- Group collaboration
- Project updates
- Internal communication
Limitations:
- Requires Slack account
- Integration setup needed
- Team-only communication
Multi-Channel Strategy
- đ¯ Critical Events: Use all channels for maximum visibility
- đ Business Updates: Email + Slack for stakeholder awareness
- ⥠Immediate Actions: Web + Slack for real-time response
- đ Routine Updates: Single appropriate channel to avoid fatigue
đ Integration Workflows & Business Benefits
Business Process Integration
âŧCommunication Workflow
- Event Occurs: Platform activity triggers notification
- Channel Selection: System selects appropriate notification channels
- Message Formatting: Content formatted for each channel
- Delivery: Notifications sent via email, web, and/or Slack
- User Response: Users receive and act on notifications
File Management Workflow
- File Upload: Users upload files to platform
- Cloud Storage: Files automatically synced to Google Drive or Wasabi
- Access Control: Platform manages file permissions
- Collaboration: Users collaborate on cloud-stored files
- Backup: Automated backup ensures data protection
Development Workflow
- Code Changes: Developers make changes in repositories
- Integration Sync: Platform syncs with GitHub/Bitbucket
- Project Updates: Development progress reflected in platform
- Issue Tracking: Issues and bugs tracked across systems
- Deployment: Automated deployment through CI/CD integration
User Experience Benefits
âŧSeamless Communication
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Multi-Channel
Users receive notifications through preferred channels
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Real-Time
Immediate awareness of important events
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Contextual
Notifications include relevant information and links
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Manageable
Users can control notification preferences
Enhanced Productivity
- đ Reduced Context Switching: Less need to check multiple systems
- đ¤ Automation: Automated workflows reduce manual tasks
- đĨ Collaboration: Enhanced team collaboration through integrations
- ⥠Efficiency: Streamlined processes improve overall efficiency
Business Impact & ROI
âŧMeasurable Benefits
âąī¸
Time Savings
- Reduced manual notification tasks
- Faster response to critical events
- Automated file management
- Streamlined communication processes
đ°
Cost Reduction
- Lower communication overhead
- Reduced storage costs
- Minimized manual processing
- Improved resource utilization
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Quality Improvement
- Consistent communication delivery
- Reduced missed notifications
- Better data organization
- Enhanced security measures
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Satisfaction Metrics
- Higher user adoption rates
- Improved customer satisfaction
- Better team collaboration
- Enhanced user experience
Implementation Strategy & Roadmap
âŧPhased Implementation Approach
Phase 1: Core Communication (Week 1-2)
- Set up email notifications for critical events
- Configure web notifications for immediate alerts
- Test notification delivery and user experience
- Train users on notification management
Phase 2: Team Integration (Week 3-4)
- Implement Slack integration for team communication
- Set up reCAPTCHA for security enhancement
- Configure TinyMCE for content creation
- Establish team communication workflows
Phase 3: Advanced Integration (Week 5-8)
- Implement cloud storage integrations
- Set up development tool integrations
- Configure real-time notifications with Pusher
- Optimize integration performance and security
Phase 4: Optimization & Scaling (Ongoing)
- Monitor integration performance and usage
- Gather user feedback and optimize settings
- Scale integrations based on business growth
- Maintain security and compliance standards
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Success Metrics:
- Notification delivery rate > 95%
- User response time improvement > 50%
- Communication overhead reduction > 30%
- User satisfaction score > 4.5/5