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:

  1. Daily Health Check - Daily progress and risks
  2. Weekly Recap - Weekly summary and trends

Setting Notifications

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.

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