How to Set Up Work Plan Notifications in OnePlan

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Work Plan Notifications Has Been Retired — Use Work Plan Automations The standalone Work Plan Notifications interface has been retired. The Notifications option in the Work Plan menu (⋯) is no longer available. Work plan notifications are now created and managed entirely through Work Plan Automations.

Go here instead: How to Configure a Send Notification Action for Work Plan Automations in OnePlan

Direct Answer: How to Create Work Plan Notifications in OnePlan

To create a work plan notification in OnePlan, build a Work Plan Automation and add a Send Notification action to it. The standalone Work Plan Notifications interface has been retired, so Work Plan Automations is now the only way to configure notifications based on work item conditions. Open the Work Plan Automations editor from the work plan, configure a trigger, then add a Send Notification action with your recipients, subject, and message.

What This Article Covers: Work Plan Notifications

This article is a pointer to the current documentation. The Work Plan Notifications interface it previously described no longer exists in OnePlan. Use the links below to configure work plan notifications through Work Plan Automations instead.

Where to Go Instead: Work Plan Notifications

To create a work plan notification:

To set up the trigger that sends it:

To learn Work Plan Automations from the beginning:

Frequently Asked Questions: Work Plan Notifications

Q: Where did the Notifications option in my work plan go?

A: In OnePlan, the Work Plan Notifications interface has been retired. The Notifications option in the Work Plan menu (⋯) has been removed. Create work plan notifications with a Work Plan Automation’s Send Notification action instead.

Q: Can Work Plan Automations do everything the Work Plan Notifications interface did?

A: In OnePlan, yes, and more. A Work Plan Automation supports the same recipients, subject, fields sent, and message body, and it adds triggers, filters, and conditional logic the standalone interface did not have. It can also run additional actions beyond sending a notification. See How to Configure a Send Notification Action for Work Plan Automations in OnePlan.

Q: Did plan-level notifications change the same way?

A: In OnePlan, yes. Plan-level notifications are managed through Plan Automations. See How to Create and Manage Plan-Level Notifications in OnePlan.

What to Do Next: Work Plan Notifications

Start here:

Review the full notifications picture:

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