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Aha! Ideas | Watchers

A watcher is any Aha! Ideas user who follows a record to receive notifications whenever the record is updated. Users who create the record or complete to-dos are automatically watchers, but it can be useful to include watchers who do not need to contribute to a record's completion — but do need to receive updates on its progress.

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Overview

Aha! Ideas users of any user permission level can be added to watch workspaces or ideas within a workspace. Look for the Watchers field.

Almost any change you make to a record will notify watchers on that record — but not all. For example, if you add a watcher to an idea, the other watchers on that idea will not get a notification. Also, you will not receive notifications for changes to a record you make yourself.

The notifications a watcher receives depends on the record type they are watching:

Record type

Watcher notifications

Workspace

  • Notifications about additions and changes across the entire workspace.

  • This means that any change to workspace or idea records will lead to a notification email being sent.

Idea

  • Watchers of the Ideas Overview page will receive notifications for almost any idea-related event.

  • Watchers of individual ideas will receive notifications about changes to those specific ideas.

Note

  • Notifications about changes to that specific note.

  • Notifications about changes to child notes nested beneath a note you are watching.

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How you get added automatically

If you are the first owner of a workspace (meaning that you initially created it), you will automatically be a watcher at the workspace level. If you no longer want to watch an object that you created, you can simply click in the Watcher field on the appropriate record and remove yourself.

Idea drawer open on ideas overview page with watchers field highlighted.

Depending on which notes you are watching in your workspace or team document hierarchy, you may automatically become a watcher of additional notes. When you are a watching a note, and a child note is added beneath it in the nested document hierarchy, you will automatically become a watcher for the child note. Each child note will indicate which parent note you are watching below the Watchers section. This will help you know why you are following specific notes.

When you are adding or editing text on the various record types in Aha! Ideas, you can decide when to allow the system to send the email notification. Choose to send it immediately, not at all, or wait and let the system send the notification automatically.

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Add watchers to a record

You can add yourself as a watcher to any record you can access if you would like to receive notifications about a record's changes and progress.

To add watchers to a workspace, navigate to Ideas Overview and click the Watchers tab in the Settings section in the upper right of the page. From here, click Add watchers and select users from your account to add as watchers.

To add watchers to a note or idea, find the Watchers field on the record and click to select the users you want to add as watchers.

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Notifications for changes to dependent records

You can link records across your Aha! Ideas account — and you can choose to receive notifications on those linked records. Open your personal settings by navigating to Settings ⚙️ Personal Notifications, then check the box beside Receive notifications for dependent records options.

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Manage your notifications

You can manage the records you are watching and the timing of notification emails in your notification preferences.

Personal settings watcher notification preferences.

In some cases, you may wish to stop watching a series of records. If you no longer need to be updated, go to Settings ⚙️ Personal Notifications preferences, and select the Watching tab. You can expand each section of your workspace hierarchy to see what you are watching and delete the items you no longer want to receive notifications for.

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