Read about the Notifications Types available on the CrossLead Platform.

Notification Types

1. Mentions, Replies, Assignments, and Requests

This notification type includes:

a. Direct mentions through tagging
b. Replies to Insights/comments that the user made
c. Assignment of the user as an owner or participant of Plans, Projects or Tasks
d. Insight Requests by another user 

This type of notification is a default setting that cannot be toggled off because it is critical that users are alerted when others have taken a specific action to include them in an interaction. 

2. Insights

This notification type allows users to receive notifications when new Insights are made by other users on the Plans, Projects and Activities that they own or participate in. 

3. Members 

This notification type includes:

a. Notifications to Plan Owners when Editors are added to, request to join, or are removed from their Plan. They will also receive a notification if they are removed as the Owner.
b. Notifications to Project Owners when Participants are added to, join, or are removed from their Project. They will also receive a notification if they are removed as the Owner.
c. Notifications to Task Owners when Participants are added to, join, or are removed from their task. They will also receive a notification if they are removed as the owner. 

This notification type is not available to Plan, Project and Task participants in the Global Notifications Settings Center. Participants must opt in on the individual Projects or Plans if they want to be notified of Member changes.

4. Linkages 

This notification type includes:

a. Alerts to Plan Owners when new linkages are created on or removed on their Plan Overview
b. Alerts to Project Owners when new linkages have been made to their Project on a Plan Overview or existing linkages have been removed 

This notification type is not available to Project and Plan participants in the Global Notifications Settings Center. Participants must opt in on the individual Projects or Plans if they want to be notified of Linkages changes.

4. Archival  and Completion

This notification type will alert Owners and Participants of Projects and Plans when their Project or Plan is archived. It will also alert Task Assignees and Participants when a task has been marked as complete. 

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