To learn what notifications are and what they are used for, refer to What You Can Do with Notifications.
Note: You must have permission to create manual notifications. If you think you are supposed to be able to create manual notifications, but you do not see the Create Manual Notification button, contact your portal administrator.
To create or edit a manual notification:
If the Manual Notification Editor is not already open, open it in one of the following ways:
To create a manual notification, from the Inbox or Outbox, click Create Manual Notification.
To edit a manual notification that has not yet been sent, from the Outbox, check the box next to the notification and click .
In the Send On
box, type the date on which you want this notification to be sent, or
click to select a date from a calendar.
Note: The Send On date can not be later than the start
date of the earliest task.
Public notifications can be viewed by the recipients' managers. If you do not want anyone other than yourself and the recipients to be able to see this notification, select Make Notification Private.
In the Priority drop-down list, select the importance of this notification (high, normal, or low).
In the To box, specify the users or notification lists to whom you want to send this notification:
Type the names of the users and notification lists, separated by commas (,). Click Check Names to make sure that your entries correctly correspond to actual users or notification lists. If there are any invalid names, the Select Users and Groups dialog box displays to help you find the correct name.
To select from a list of users and notification lists, click To. For more information, refer to Select Users and Groups.
To remove a user or notification list from the list, click next to the user or notification list name.
In the Subject box, type a brief description of what this notification is about.
Under Message, type the text of your notification and format it as desired (for example, you can change the font or add hyperlinks or images).
In the User Defined Tasks section, specify the tasks associated with this notification:
To create a new task, click Create Tasks. For more information, refer to Create or Edit Tasks.
To include the tasks from a predefined task list template, click Copy Tasks From Template. For more information, refer to Copy Tasks From Template. You can edit and delete the copied tasks. Changes made to the task list template will not be propagated to this notification.
To delete a task, check the box next to it and click .
To edit a task, click its name.
To reorder tasks:
To move a task to the top of the list, click .
To move a task up, click .
To move a task down, click .
To move a task to the bottom of the list, click .
To include an attachment (for example, a flyer) with the notification, click Documents. For more information, refer to Select Documents.
To associate approved tips with this notification, click Tips. For more information, refer to Select Tips.
Select the categories to associate with this notification. Users can filter by category, so make sure the categories you select are relevant.
When you are done, click Finish.