Notification Settings
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Stories
1.4.6 Story Reviews
1.4.7 Story Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Epics and Multi-Level Stories
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Quality Assurance
1.5.6.17 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Execution
1.6.1 Product Planning and Task Breakdown
1.6.2 Task Assignment and Daily Tracking
1.6.3 Build Creation and Test Requests
1.6.4 Bug Confirmation and Resolution
1.6.5 Execution Kanban Boards
1.7. Testing
1.7.1 Write Test Cases
1.7.2 Execute Test Cases
1.7.3 Bug Submission and Reports
1.7.4 Verify and Close Bugs
1.7.5 Test Case Scenes
1.7.6 Submit a Test Request
1.7.7 Test Report
1.8. Agent
1.8.1 Conversation
1.8.2 Sanplex Agents
1.8.3 General Agents
1.8.4 Skill Management
1.8.5 AI Knowledge Library
1.8.6 Models
1.8.7 ZAI Service Installation
1.8.8 ZAI Service Control Panel
1.8.9 ZAI Configuration
1.9. Kanban
1.9.1 Kanban Spaces
1.9.2 Kanban Regions
1.9.3 Kanban Cards
1.10. Company
1.10.1 View Team Members and Work Information
1.10.2 View Recent Company Activity
1.10.3 View and Edit Company Information
1.11. Feedback
1.11.1 Configure, Create, and Review Feedback
1.11.2 Process Feedback and Send Notifications
1.11.3 Tickets
1.12. Admin Settings
1.12.1. System Settings
1.12.1.1 Mode
1.12.1.2 Backup
1.12.1.3 Trash
1.12.1.4 License
1.12.1.5 Security
1.12.1.6 Cron Job
1.12.1.7 Time Zone
1.12.1.8 Rebuild Index
1.12.1.9 LDAP
1.12.1.10 Table Engine
1.12.2 Feature Options
1.12.3. Users Management
1.12.3.1 Set Departments and Edit Company Profile
1.12.3.2 Manage Users
1.12.3.3 Set Permisions
1.12.4. Feature Configuration
1.12.4.1 Dashboard
1.12.4.2 Product
1.12.4.3 Project
1.12.4.4 Execution
1.12.4.5 Test
1.12.4.6 Kanban
1.12.4.7 Feedback
1.12.4.8 Tickets
1.12.4.9 User
1.12.4.10 Relations (Standard Version)
1.12.4.11 Meaturement
1.12.5 Migrate Jira Data to Sanplex
1.12.6 Jira to Sanplex Migration Mapping
1.12.7 Migrate Confluence Data to Sanplex
1.12.8. Agent Configuration
1.13. Asset Library (Premium)
1.13.1 Asset Library Management (Premium)

SMS

2026-01-05 18:42:31
Sanplex Content
208
Last edited by Kelsea Zhang on 2026-10-14 15:13:17
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Summary: Configure SMS notifications so key actions in Sanplex automatically trigger text alerts to assignees, CC users, and relevant stakeholders, improving responsiveness.

With SMS notifications configured, specific actions performed in Sanplex can trigger SMS alerts to relevant users.

Note: SMS notifications are currently supported only via an SMS gateway. Direct integration with third-party SMS platforms is not supported at this time.

I. Configure SMS Notifications

Go to Admin > Notifications > SMS to configure SMS parameters.

SMS notification settings

II. Notification Triggers

Under Notifications > Settings, you can define which actions will trigger SMS notifications.

Set the SMS notification triggers

Sanplex’s default trigger actions include:

  • Bug: When actions such as Create, Edit, Assign, Confirm Bug, Resolve, Activate, Close, or Import to Project occur, SMS notifications are sent to Assignee and CC.
  • Story: When actions such as Create, Edit, Change, Activate, Review, Close, or changes to Plan, Branch, Stage, or Assignment occur, SMS notifications are sent to Assignee and CC.
  • Task: When actions such as Create, Edit, Assign, Start, Finish, Activate, Close, Cancel, or Restart occur, SMS notifications are sent to Assignee and CC.
  • Test Task: When Create or Edit occurs, SMS notifications are sent to Owner and CC.
  • When a Story is linked to a project and then changed, SMS notifications are sent to all project members.
  • After a Project Build is submitted for testing, SMS notifications are sent to the Test Owner.
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