Notifications are a great way to keep a pulse on risks and progress throughout your sprint. Many teams use notifications as a low-friction way to spur conversation and tackle blockers quickly.
What types of notifications are there?
There are two types of notifications supported:
- Daily Health Check - Daily progress and risks
- Weekly Recap - Weekly summary and trends
Step 1: Go to Settings
Click on the 'Settings' tab in the left sidebar to open up Haystack settings.
Step 2: Go to Settings > Notifications
Click on 'Filters' in the left sidebar to view your current filters.
Step 3: Click "Add Notification"
Click "Add Notification" to create a new notification
Step 4: Select Channel
Select where to send your notifications (email or Slack).
Note: Teams generally find Slack notifications more valuable to spur conversations directly within Slack
Step 5: Configure Slack - (Skip to Next Section For Email Notifications)
Step 5a: Add Slack
Step 5b: Select Channel
Step 5c: Click "Apply"
Step 5d: Invite Bot to Channel
- As per Slack documentation, public and private channels require inviting the bot.
- If you have set a Direct Message (DM), you can ignore this step.
Step 6: Add or Confirm Recipients
Add additional email recipients. If using Slack, these will be populated with the Slack Channel you've chosen.
Step 7: Select Notification Type
Select "Daily" or "Weekly" Notifications.
Note: Most users have a daily & weekly notification set for each of their teams.
Step 8: Select Settings
Choose which notifications you'd like to receive.
Note: If you're just starting out, we suggest you set all notifications initially.
Step 9: Select Teams
Select which teams to watch. Haystack will send notifications based on these teams. Set teams to whichever teams you would like to receive notifications about.
Note: Although you can include multiple teams, most users create a separate notification for each team.
Step 10: Click "Update" to save your changes.
Step 7: You're Done!
You should now see a row for your new notification. Click on the 'Test Notification' to send a sample notification.