Send email notification when you open a plan step

You can now send an email notification to contributors when you open a step in a plan.

When a step include at least one asset and has at least one user group assigned to it, you'll receive the option to Notify users when you open the step in edit mode.

Step notification option

If you select the Notify users option and then click Open to open the step, all users in the groups assigned to the step receive an email notification similar to this, including a direct link to the plan step.

Example of email notification for an open step

If the Everyone group is assigned to the step, email is not sent to members of the Everyone group when the step is opened.

Note: The Notify users option appears only when you open a step in a plan that is open. If you open a step in a closed plan, there is no option to send email notification to users.

For more information, see Manage a plan.