How to Set Up Work Plan Notifications in OnePlan

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Direct Answer: How Work Plan Notifications Work in OnePlan Now

Work plan notifications in OnePlan are configured through a Work Plan Automation's Send Notification action. The original standalone Work Plan Notifications interface, previously accessed from the Work Plan menu (⋯), has been retired and is no longer available.

What This Article Covers: Work Plan Notifications

This article explains that the legacy Work Plan Notifications interface has been retired, and points you to the current automation-based method for configuring work plan notifications.

What you will accomplish
After reading this article, you will know: that the original Work Plan Notifications interface is retired | where work plan notifications are configured now | where to go to set up a new work plan notification

Before You Begin: Work Plan Notifications

Why This Matters: Work Plan Notifications

A More Flexible Replacement

Configuring work plan notifications through Work Plan Automations allows for more flexible and powerful automation, including conditional logic and integration with other automation actions — capabilities the original standalone interface did not have.

Step-by-Step: Setting Up Work Plan Notifications in OnePlan

Task: Confirm the Legacy Interface Is Retired

The original Work Plan Notifications interface has been retired and is no longer available in the Work Plan menu (⋯). This functionality has been incorporated into the Work Plan Automations feature.

Task: Configure Notifications Using Work Plan Automations

To continue creating notifications based on task conditions, use the automation-based approach:

  1. Open How to Configure a Send Notification Action for Work Plan Automations in OnePlan.
  2. Follow the steps there to create a Work Plan Automation with a Send Notification action, including any triggers, filters, and conditional logic you need.

Frequently Asked Questions: Work Plan Notifications

Q: Where did the Work Plan Notifications interface go?

A: In OnePlan, the original Work Plan Notifications interface has been retired and removed from the Work Plan menu (⋯). It has been fully replaced by Work Plan Automations.


Q: How do I set up a new work plan notification now?

A: In OnePlan, create a Work Plan Automation with a Send Notification action. See How to Configure a Send Notification Action for Work Plan Automations in OnePlan.


Q: Did Plan-level notifications (not work plan) go through the same change?

A: In OnePlan, not yet fully. Plan-level notifications still have a standalone interface today, but it is being removed in an upcoming release in favor of Plan Automations. See How to Create and Manage Plan-Level Notifications in OnePlan.

What to Do Next: Work Plan Notifications

Configure your first automation-based notification:

Review the full notifications picture:

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