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Hi Team, is it possible to create workflow/custom action when a personal timeoff is added in Clarizen by a user, the manager gets a notification?

Hello Mayank,

Hope you are doing well, and to answer your question!!

Yes, it is possible to create a workflow or custom action that will notify a manager when a user submits a personal time off request. It is ideal to create a workflow that automatically sends an email notification to the manager when the Direct report updates holiday in their calendar.

A few articles you can refer to are listed below:

Adding, deleting and updating User Capacity Records

Capacity Planning and Resource Management


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