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Track Alerts — Quick Start | EXACT Technology | Help Center

Track Alerts — Quick Start

Account Alerts let you notify users automatically when key events happen in Track — defects, reports, projects, elements, shipments, batches, and tasks. This guide covers where to set them up and what's available in the initial release.

Heads up: You must be a Level 3 user to access Settings. If you don't see the Settings gear, contact your account admin to have your access level raised.

Where to Set Up an Alert

01 Click the Settings gear (top-right) and open Alerts from the left menu.

02 Review existing alerts under Account Alerts, grouped by category. Toggle any alert on or off, or use the pencil icon to edit it.

The Account Alerts list under Settings, showing alerts grouped by category with on/off toggles and edit icons
The Alerts list under Settings — toggle an alert on/off, edit it with the pencil, or click + Alert to add a new one.

03 Click + Alert to create a new one, then pick an Alert Type from the dropdown.

04 Give it a label, set any optional filters (types, origins, statuses), choose the users or groups to notify, and click Save. Filters left empty match everything.

The Alert Type dropdown showing available alert types grouped by category
Choosing an Alert Type, grouped by category.
The New Alert form with label, filters, recipients, an Alert Summary, and Save button
Configuring filters and recipients, then Save.
Heads up: Make sure you have email notifications enabled in your personal user settings!

Track Alert Types Available at Launch

Alert Triggers when...
Defect CreatedA new defect is logged. Can be scoped to specific defect types and origins.
Defect Status ChangedA defect moves between statuses (e.g. into Pending Repair Approval).
Report In ReviewA report enters review. Can be scoped to specific report types.
Project CreatedA new project is created.
Element Status ChangedAn element changes status.
Shipment Status ChangedA shipment changes status.
Batch FailedA concrete batch fails.
Task FailedA task fails.
Overdue TaskA task passes its due date without completion.

Video Walkthrough