Request List Notifications
In collaborative projects, multiple documents often need to be requested, reviewed, and submitted by different people. Request List (RL) notifications keep project teams informed and organized by alerting users to new requests, upcoming deadlines, and status changes.
This ensures that all Request List updates are on track, avoid missed tasks, and creates seamless collaboration—making document management easier and more reliable for all stakeholders.
Key capabilities
| Sl. No. | Notification | Recipient(s) | Description | Channel(s) | Frequency | Notification Location |
|---|---|---|---|---|---|---|
| 1 | Request List Activated | Assignee | Informs the Assignee that a new Request List is assigned so they can understand their so they know what documents are needed and can begin preparing them. | Once | Request List | |
| 2 | Request List Activated | Reviewer | Notifies reviewers that a Request List has been created, allowing passive visibility into its progress. | In-app | --- | Request List |
| 3 | Request List Activated (Duplicate) | Assignee | Same as above — ensures assignee is aware of the new Request List and can begin planning. | Once | Request List | |
| 4 | Due Date Reminders | Assignee | Reminds users of upcoming deadlines to help prioritize and complete tasks on time. | Email & In-app | 10, 5, 3, 1 days before; weekly after due | Request List |
| 5 | Item Assigned | Assignee | Informs the user that a specific Request List item has been assigned and requires action. | Email & In-app | Once | Item |
| 6 | Request List Closed | All stakeholders except closer | Indicates that the Request List is no longer active, helping users clean up or disregard outdated items. | Once | Request List | |
| 7 | Request List Lifecycle Change (Delete/Freeze/Restore) | All stakeholders except actor | Communicate to users that there is a change in Request List status (e.g., deleted, frozen, restored) so users stay informed of availability. | Once | None | |
| 8 | Request List Restored (Future Due Date) | Assignee | Reinstates due date reminders for restored Request Lists, ensuring users are re-alerted to upcoming deadlines. | Email & In-app | --- | Request List |
| 9 | Request List Reopened | All stakeholders except actor | Notifies users that a previously closed Request List is active again and may require renewed attention. | Once | Request List | |
| 10 | Request List Reopened + Due Date Reminders | Assignee | Combines reopening notice with deadline reminders to help users resume work and meet due dates. | Email & In-app | --- | Request List |
| 11 | Request List Item Rejected / Reopened | Assignee | Alerts user that a task needs revision or rework, prompting them to upload a corrected file. | Once | Request List | |
| 12 | New To-Do Added | Assignee | Notifies the user of newly assigned tasks so they can begin work and manage workload. | Once | To-Do | |
| 13 | New To-Do + Due Date Reminders | Assignee | Same as #12, with added reminders to help users stay on track with deadlines. | Email & In-app | 10, 5, 3, 1 days before; weekly after due | To-Do |
| 14 | All Items Submitted | Reviewer or Request List owner | Indicates that all tasks are complete and ready for review, enabling timely feedback or approval. | Once | Request List | |
| 15 | Request List Item(s) Submitted | Reviewer | Indicates that a file has been uploaded and is ready for review, enabling timely feedback or approval | Once, one-hour time-frame digest | Request List |