Woffice OKR Objective/ Key result notification

It is now possible to have notifications sent out for OKR objectives and key results.

Requirements

WOfice 4.1.9 and above
Woffice OKRs 1.0.1 and above
Woffice Advanced Email Notifications 1.0.4 and above

In order to enable these notifications, you will need to carry out the following:

1.Navigate to the Appearance > Theme Settings > WOfffice OKR and carry out the following:

i) Enable OKR Notification For Users
ii) Specify the Notification Frequency For Users

Below is a screenshot on this:

Open

2. Navigate to the Email Customizer > Templates > Sample Templates section

Open

3. Here, you can choose to edit the Woffice OKR Objective Notification for the objective or Woffice OKR Key result Notification for the Key result, based on the template you desire to edit. In this guide, we will choose “Woffice OKR Objective “.

4.  Within the next screen, you will be presented with the builder. For example, upon selecting the “OKR objective notification”, the first row references the default green region “{okr_frequency} OKR Notification”.

 The second row contains the email body content. Below is a screenshot on this:

5. Click on the edit icons within the text elements to edit the respective contents as well as the stylings to the rows and columns.

Below is a sample illustration:

Note for Objective:: {user_name}, {objective_list}.  Please do not remove these dynamic variables from the text, otherwise you will not get proper output. You can change the positioning of the variables to wherever you want. These variables will be automatically replaced when the OKR objective notification is sent.

Note for Key Result:: {user_name}, {keyresult_list}.  Please do not remove these dynamic variables from the text, otherwise you will not get proper output. You can change the positioning of the variables to wherever you want. These variables will be automatically replaced when the Key Result notification is sent.

6. Save the template

Click on the save button.

You can save the template under your desired name:

7. After saving the template, navigate to the “Manage Templates” section. Here we can have a view of the new template:

8. Assign the template to Woffice OKR Objective or Woffice OKR Keyresult. To do, you will need to:

(i) Navigate to the Template Mapping section and click on “Woffice OKR Objective” or “Woffice OKR Keyresult” based on your edits. In our guide here, we will click on “Woffice OKR Objective”.

ii) Within the “Choose from saved templates”, select your newly created template

iii) On the “Edit email subject”, here you can change the email subject to the notification

iv) Save your changes by clicking on the”Save” button

To confirm that the template is properly assigned, navigate to the “Manage Template” section, and the template type should now appear in green colour. Below is a sample on this:

Now when the Cron job runs, the notification will be sent using Advanced Email.

If you don’t want to use a sample template then you can use text elements from the elements and you can create your template.

For OKR Objective you just need to add {user_name}, {okr_frequency}, {objective_list} in your email content.

For OKR Keyresult you just need to add {user_name}, {okr_frequency}, {keyresult_list} in your email content.