Whiteboards in Happenings Reports
Over the weekend we got an email to support that reads as follows:
Hello!
I’m not receiving notifications when my clients create whiteboards. It looks like I have my settings correct but is someone able to please give me a hand and let me know if I’m missing something?
Thank you!
She’s right! Everything was turned on in her Notification Preferences, but indeed, among those settings there are no switches to opt to receive notifications about new Whiteboards as added by your clients.
On the surface this might seem like a glaring omission, but it turns out this is intentional.
Unlike Actions and Worksheets, which have a clear “This is now done” (that makes an unambiguously fitting occasion to send a notification about), Whiteboards are generally always in a sort of “work in progress” state, admitting numerous drafts over the days and weeks (or even in a single writing session!).
So, by their nature, they’re never really “done” in a way that makes it clear “Okay, this would be a great time to notify coach!”.
They do have a clear starting point, of course. Actions offer a “Notify me whenever my client creates a new action” setting, and by that logic we could make one for a Whiteboard. But a freshly created Whiteboard is a blank slate, and so is not terribly interesting to notify about.
But this support request got me thinking: there WAS, it turns out, a good way to keep coaches in the loop of client Whiteboard activity: Happenings Reports.