How do I keep contacts from being notified while I'm setting up a project?

Mary Rose Vogt

Hi,

I want to import info from an excel spreadsheet and set up the IT ticketing templates. But I am concerned that once I add peoples' email addresses into the contact column they will start to be notified.

My question is, are people automatically notified just from adding their email address to the sheet? Or do I merely need to turn off any notifications that have been set up to alert people when they are assigned a task?

I am guessing it is going to take me awhile to set up the system and I don't want people alerted before I launch. Suggestions?

Thank you!

Paul Newcome

@Mary Rose Vogt That is correct. If there is no automation set up no one will get any notification.

Paul Newcome

You would need to turn off the automations before setting everything else up then turn them back on before going live with it.

Mary Rose Vogt

Thanks, Paul. So, just adding someone's email/contact info to a column does NOT alert them unless there is an automation set up in general?

I appreciate the response!

Andrée Starå

Hi @Mary Rose Vogt @TAP

I hope you're well and safe!

To add to Paul's excellent advice/answer.

Another option would be to change the Automation Permissions and Sharing (If it's already shared)

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Paul Newcome

@Mary Rose Vogt That is correct. If there is no automation set up no one will get any notification.

Mary Rose Vogt

Thanks, Andre.

It has not been shared yet, but that is great to know. I appreciate it!

Mary

Andrée Starå

@Mary Rose Vogt

You're more than welcome!

✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with the accepted answer/helpful, Insightful/Vote Up/Awesome. It will make it easier for others to find a solution or help to answer!