KWizCom SharePoint Notification Feature

1. KWizCom SharePoint Notification Feature Product Overview

2. What it does? Create smart notifications for any SharePoint list/library.Now you can get time-based and rule-based reminders for upcoming/delayed tasks, project deadlines and milestones, or any other SharePoint item!

3. Why did we create it? • SharePoint does not allow displaying notifications on screen • There is no support in SharePoint for defining notification rules • There is no option in SharePoint to customize the content of a notification e-mails • SharePoint does not allow sending alerts to external users • There is no option in SharePoint to create recurrent notifications • SharePoint does not allow users to create quick notifications on list items • SharePoint does not support defining multiple rules with different logic on lists/libraries

4. Notification Feature Key Features • Supports both WSS 3.0 and MOSS 2007 • Define notifications per list/library • Schedule and send recurrent notifications • Choose between on screen and e-mail notifications • Send notifications by email to users outside the organization • Define property-based notification rules • Notification options action menu available for all user types • Present a personal notifications web part • Allow definitions of notifications in content types • Cross browser - IE, Firefox and Google Chrome and multilingual support

5. Quick product feature tour

6. This is the personal notifications web part The web part presents notifications about events happening in the near future applied to the logged on user in different lists/libraries

7. Click on the notification description to view all relevant details on the item Choose to display the item details in a new window or redirected from the web part

8. You may choose to remove notifications due today- to do so simply click the notification flag You can choose whether to display a confirmation massage upon deleting a notification

9. Use the notification actions menu to instantly apply a notification

10. You may choose to define a personal notification on a list item to a specific date- in which case a notification settings page will open You are also able to define a notification to an entire list/library using the notification settings page

11. Set a date to and time to start the notification process Choose between e-mail notifications and on-screen notifications, or both!

12. Now lets look at the administrative side of the story… To start using the Notification Feature go to SharePoint Central Administrator

13. Go to the Operations tab and scroll down Find KWizCom SharePoint Notification Feature Settings and click the Manage notification settings

14. On the Notification Feature Settings page define your SharePoint portals settings Select the web application and site collection hosting your portal, in addition to a web site to host the notification feature administrative data

15. Now you’re all set to define notifications for any list/library! On the list settings page go to KWizCom SharePoint Notification Feature

16. This is the list notification settings page Choose a meaningful name for the notifcation Choose the Notification recurrence between: Daily, Weekly, Monthly and Yearly In addition choose a recurrence end time

17. Use list person fields or an e-mail field to target the notification to internal users for external users choose the static list of email addresses Choose the target audience for the notification

18. Customize the content of the chosen notification type by adding free text and dynamic tokens Choose the notification type and apply conditions Apply customized conditions to get the most relevant notifications Here you can use the [Me] and [Today] tokens

19. After a new notification rule is added you can update it at any time Hover over the notification rule to see a summary of it’s settings You can also make a rule inactive and view it’s last run time

20. Modify the personal notifications web parts display settings

21. This is the personal notifications web part settings page Choose to show a header for the notification web part Choose which notification groups to display in the web part Check which groups that will be presented in the web part to expand or collapse

22. Notifications web part settings page cont. Check to display a confirmation dialog box before removing a notification Uncheck to open notification related items in a new window

23. Notification Feature usage scenarios • Task management Define a notification rule which sends users a reminder when their assigned task is due, set a recurrent daily remainder for all the delayed tasks of the team. • Project management Define notification rules to remind a project manager about a project milestone that is about to end, and a recurrent notification when a project milestone is delayed. • Billing notifications Send notifications to users outside of the organization about invoices they should pay in the upcoming week/month and a recurrent notification about delayed payments. • Annual support services notification Send reminders to customers regarding the renewal of their support program.

24. About KWizCom KWizCom Business Card • Founded in 2005 • Headquartered in Toronto • Global provider of add-ons and services • 3000+ customers worldwide Business Target:Deliver innovative and cost-effective add-ons, enabling customers to deploy excellent Microsoft SharePoint and Dynamics CRM solutions faster than ever and at no risk. • Fields of expertise: • Microsoft Office SharePoint • Microsoft Project server • Microsoft Dynamics CRM • Competencies: • Gold Certified Partner • ISV • Information Worker

25. Thank You! Contact us: sales@kwizcom.com