Notifications for project updates in your collaboration tool
Summarize
Summary of Notifications for project updates in your collaboration tool
This feature enables ServiceNow customers to receive automatic, daily project status updates and notifications directly within their collaboration tools such as Slack or Microsoft Teams. These updates help project managers and team members stay informed about key project metrics, task statuses, and critical changes, facilitating proactive project management and collaboration.
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Key Features
- Daily Project Status Notification: Sent at 8:00 AM to the project’s collaboration channel, this notification provides a consolidated overview including:
- Project details with a direct URL to the project record in ServiceNow
- Project name, planned start/end dates, current state, status, and percentage completion
- Lists of project tasks due today, overdue tasks, delayed tasks, and tasks due within seven days (each limited to five tasks, sorted for visibility)
- Highlights of high priority risks, issues, and action items
- Updates on milestones and key milestones
- Scenario-based Notifications: Alerts sent to the project channel for important project events such as:
- Cost estimate at completion (EAC) exceeding planned costs
- Project planned end date later than approved end date
- Project start date delays
- Project incompletion by planned end date
- Project Manager Change Notifications: When the project manager changes:
- A notification is sent with a project URL
- The new project manager is added to the channel
- If the old project manager has no assigned tasks, they are removed from the channel
- Project Status Updates: Notifications are sent when the project status field is updated, including a direct link to the project.
- RIDAC Record Notifications: Alerts in the project channel for additions or updates to Risks, Issues, Decisions, Actions, and Change Requests with parameters:
- New high or absolute priority risks, or updates to risk state/status
- New or updated records with critical or high priority in issues, decisions, actions, or change requests
- Each notification includes direct URLs to the relevant records
- Milestone Closure Notifications: Notifications when key milestones are closed, including the user who closed them and a direct milestone link.
Practical Benefits for ServiceNow Customers
- Enables real-time visibility into project progress, risks, and issues within familiar collaboration platforms.
- Facilitates timely decision-making for project managers regarding planning, resource allocation, and finance management.
- Promotes active team collaboration by highlighting overdue and delayed tasks and critical project updates.
- Streamlines communication by automatically managing project channel membership based on project manager assignment.
- Allows customization of notification settings through system administrators to suit organizational preferences.
Receive updates related to your project on your Slack channel or Microsoft team. Analyze the delayed and overdue tasks, follow closure of milestones, and monitor changes to risk, issue, decision, action, and change request (RIDAC) items of your project.
Daily notification on project status
- Project overview
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- A direct URL of the project. Selecting this URL opens the project in your ServiceNow instance.
- Name of the project.
- Planned start and end dates of the project.
- State of the project, for example, Work in Progress.
- Status of the project, for example, Green.
- Percentage of project completion.
- Project tasks due today
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List of project tasks that have planned end date marked as today and are in the Work in Progress state. The list displays only five project tasks that are sorted alphabetically by their short description.
- Overdue tasks
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List of project tasks which have a planned start date before today but are not in either the Work in Progress or Closed states. The list displays only five project tasks that are sorted in an ascending order of the planned start dates so that you get high visibility into the tasks that are overdue for a longer period.
- Delayed tasks
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List of project tasks which have a planned start date before today and are in the Work in Progress state. The list displays only five project tasks that are sorted in ascending order of the planned end dates so that you get high visibility into the tasks that have been delayed for a longer period.
- Project tasks due within seven days
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List of five of the following project tasks that have a planned end date within seven days from today. All these tasks are displayed in ascending order of their due dates so that you get high visibility into the tasks that are due soon.Note:Tasks that in Closed state are not displayed in the list.
- High priority risks, issues, and action items
- Milestone or key milestone tasks
- Other updates
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Notifications are sent to the project channel for the following scenarios.
- Cost estimate at completion (EAC) exceeds the planned cost of the project
- Planned end date is later than the approved end date
- Project did not start on the planned start date
- Project is not complete by the planned end date
Notification regarding change of project manager
- A notification including the project URL is sent to your project channel on this update.
- New project manager is added as a member of the channel.
- If no project tasks are assigned to the old project manager, this user is removed as a member of the channel.
Notification for other updates to the project
- Project's status
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When an update is made to the Status field of the project, a notification including the project URL is sent to your project channel.
- RIDAC records
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You receive notifications in your project channel when a new RIDAC record is added to or an existing RIDAC record is updated in the project for the following scenarios. With every notification, you receive a direct URL to the corresponding record.
- Risk
- New risk is created with the priority field set to High or Absolute
- Updates are made to the State or Risk status fields for an existing risk
- Issue, Decision, Action, and Change request
- New record is created with the priority field set to 1-Critical or 2-High
- Priority of an existing record is updated to 1-Critical or 2-High
- Risk
- Milestones
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Whenever a key milestone is closed, you are notified about the closure and the user who closed it, with a direct URL to the milestone task.