How to create an alert?

Go to the page where Alerts and Reminders by Virto is installed on your SharePoint site. If you don’t know where to find it, ask your tenant admin for a direct link to the app. Then click the “Add Alert” button.

Step 1: general information

Fill in the first part of the alert form—general information.

1) Choose a list or document library from the dropdown menu. Make sure you know the exact name of the list or library you want to create an alert for. The drop-down menu will display all lists and document libraries that you have access to.

2) Select a change type. You can create an alert for all changes made to the list or only about new items, modified items, or deleted items. For example, if you want to inform someone of new tasks in the “Sales & Marketing” list, choose “New items are added.”

3) Specify the title. This is how your alert will be displayed in the list of all alerts.

The alert owner is the user who can edit the alert. By default, you are the owner of the alerts you create.

Step 2: recipients

Recipients are users or groups who will receive this alert. Start typing a user’s name or email to add them to the list of recipients.

Step 3: message view

Now define what will be in your alert message. Add the subject (the email subject that will display in the recipient's email client) and type the text of the message body.

Step 4: options

Finally, decide when you want to send this alert. For example, if you choose “Send notification immediately,” the alert will be sent immediately after any new task is added to the chosen list. Remember to click “Save.”

Your first alert will appear in the "My alerts" list.

Now when a new task is added to the list, the recipients will receive an email alert.