Have you configured any of your PLM 360 workflow states to send reminder notifications yet? This new feature was rolled out last month and today’s tip is to use it if you haven’t yet! It’s a great way to ping folks and give them a gently nudge to review the record and perform their workflow task.
You can configure states in a workflow to automatically send out notifications to the appropriate users when a transition from the state becomes pending. You can set up reminders to occur every 1 to 30 days, repeated up to 9 times. For example, a reminder can be sent out every 2 days repeated 5 times. For more help, see Set Up Workflow Reminders.
Wanna see how easy it is? It’s just a few setting on the workflow state:
If you’d like a deeper dive into this and other improvements to Change Management, join us for tomorrow’s PLM Talk. If you’re going to AU, considering attending my class on notifications: PL1731 “Start Spreading the News - Notifications in Autodesk PLM 360”.
-- Michelle
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