Labs - Real Time Notifications
NOTE: Currently in Labs and only available on Workamajig Hosted Servers.
Workamajig has the capability to alert you in real-time of your Changes and Notifications. This is all done while the browser is open and logged into your Workamajig account.
So regardless of what you are doing on your computer at the time, a "growl" message will appear in the lower right corner of your screen, alerting you of items such as upcoming meetings or if you have something to review and approve.
Additionally, any changes made on-screen such as the Project Schedule, Today Creatives, To Do Board, Deliverable Board, Calendar, Etc; others will see the changes reflect on their screens automatically if they have the same screen open.
Workamajig Setup | Test Browsers Push Notifications | Browser Settings | Examples | Resources
Go to Menu > Admin/Manager > System Setup > Account Information > Transaction Preferences > Notification Options. Scroll down to the System Notification Messages.
You can check which notifications will alert in real-time for your instance. This will update all User Settings.
Click on your name in the Upper Right. And then click on Default Settings.
From the Edit screen, click on Notification Message Settings.
Then check on or off the items you want to be sent to your OS for a growl type pop-up.
Test Browsers Push Notifications
You can self test the functionality of your browsers Push Notifications, also known as a "Growl". This not only tests if it is working, but is useful for the first time Allowing this functionality with your browser.
From your Profile screen, click on the edit icon next to Default Settings.
From your Default Settings screen, click on Notification Message Settings.
Now click on Test Notification Message.
Within a few seconds you should see a prompt asking to Allow the browsers notifications.
Or if already set to Allow, a test message should Pops-Up in the lower right corner of your computers desktop.
In case you need to troubleshoot this feature, please refer to the next section of this guide, or visit your browsers support site for more help.
If you feel there is an issue that is specific to one particular browser, then please send an email to firstname.lastname@example.org with your Browser Name and Version, along with your OS Name and Version.
You should get a pop-up asking if you want to enable Notifications from this site the first time a Notification is triggered.
NOTE: Every browser is unique in how they enable/manage Notifications. Please refer to your browsers help site if you have additional questions on enabling this for your specific browser.
Go to your system preferences to enable per app.
Click on the Lock icon next to the URL in your toolbar to access the permissions in use. If you do not see Notifications listed here. Then click on Site Settings for more options.
From the Site Settings, you can customize your preferences when viewing the Workamajig URL. Set the Notifications to Allow.
Click on the permissions icon shown in the toolbar to see what permissions your Workamajig URL has. If you do not see "Send Notifications" listed, then you will need to go to the browser's Privacy and Security settings.
Either navigate to the Settings or type in the URL "about:preferences#privacy".
Here you can Allow Notifications for your Workamajig URL.
Click on the Lock Icon to see the permissions set for your Workamajig URL.
Click on "Permissions for this site" to access the full customizable list of settings. Be sure Notifications are set to Allow.
When Workamajig sends a notification to your browser/computer, you should see a message similar to this appear in the lower right of your display.
Changes On Screen
When one user makes a change to a record, others users with the same or related screen open will see the data update on their end automatically. The row or card will also be highlighted to reflect a change has occurred.
For example, if you Complete your Task Assignment 100% from the Today Creatives.
And If someone has that projects schedule open at the same time.
Then the Task row in the Schedule screen will update with Actual Dates and Percent Complete.
Similarly, if a change is made from the Project Schedule, the user may see their Assignment Card update in Today Creatives.
System Options: Transaction Preferences