Get Pro-active with Alerts and Emails
Deadlines can slip when tasks aren’t top of mind. Get alerts that remind you to update your huddles and priorities so your strategic initiatives stay front and center.
Want to stay on top of your priorities and Align updates without constantly checking the platform? Notifications and alerts in Align make it easy to integrate your work into your daily workflow. Whether through email or Slack (with the Slack integration enabled), alerts ensure you never miss a beat.
Setting Up Alerts in Align
You can customize your notifications to suit your needs with 6 default notifications and as many custom alerts as you need!
Check out the FAQ for instructions to set them up.
Types of Alerts You Can Set
Align offers two categories of alerts: Built-in Alerts and Personal Alerts.
Built-In Alerts
These notifications keep you informed about updates and progress across your team and tasks. Built-in alerts include:
- Task Updates:
- When someone assigns you a task.
- When a task is due today.
- When someone changes the due date of a task you assigned to them.
- When someone completes a task you assigned to them.
- Support Requests:
- When someone is stuck and needs your help.
- When someone removes a “stuck” where you were listed as the helper.
- Performance Summaries:
- A weekly summary of your action items and progress.
- A weekly summary of company performance – with an AI Summary to provide key insights (Admin Only Feature).
- Optionally include an individual performance section (Admin Only Feature).
Personal Alerts
Personal alerts are ideal for tracking specific Align habits and milestones. You can create alerts for:
- Daily Huddle Not Complete
- Weekly Huddle Not Complete
- Top Priority Not Done
- Priorities Behind Schedule
- Custom Alert – Set a time and day to remind you of anything at all.
To add Personal Alerts:
- Navigate to your User Profile.
- Scroll to Alert Settings and find the “Personal Alerts” section.
- Click the + next to “Create a New Alert.”
- Select the type of alert you want and set a specific time and day, if applicable.
- Save your profile to activate the alert.
Weekly Summary Performance Emails
Admin Only Feature
Align’s Weekly Summary Performance Email is a powerful tool for admins to stay on top of team performance. Delivered on Monday mornings, this email provides a digestible overview of your team’s progress and includes an AI Summary for added insights. Here’s what the email covers:
- Current Status of Company Priorities: See where your company stands with its primary goals.
- Annual Initiatives for the Current Period: A summary of annual initiatives to keep long-term objectives in focus.
- Company Critical Number Status and Week-Over-Week Changes: Track key metrics and their progression.
- Company Performance Metrics: A snapshot of overall performance to gauge alignment and success.
To activate this email:
- Go to your Profile.
- Turn it on in the Alert Settings section.
Optional: Include Individual Performance
Admins can choose to include an Individual Performance section in the email. This portion provides a breakdown of performance metrics for each team member, offering deeper insights into individual contributions.
Integration with Slack
If you use Slack to communicate with your team, you can enable Slack notifications for a seamless workflow. Alerts will be delivered directly to your Slack workspace alongside your regular email notifications. To set this up, make sure the Slack integration is enabled in Align.
Why Use Notifications and Alerts?
Notifications and alerts help you stay focused on what matters most. By setting up these reminders, you can:
- Stay accountable to your team and priorities.
- Avoid missing critical updates or deadlines.
- Ensure consistent progress toward your goals.
Take control of your daily workflow with Align notifications and alerts. Set yours up today and never miss an important update again!