Setting Up & Managing Alerts
Configure alerts to monitor data changes and get notified when thresholds are crossed.

What Alerts Do

Alerts monitor your data for changes and notify issue owners and collaborators when specified thresholds are crossed. They’re your early warning system — instead of manually checking for changes, alerts tell you when something needs attention.

Types of Alerts

Axion supports three alert types, each operating at a different level:

  • Workspace Alert: A broad default that applies across the workspace. Good for setting baseline monitoring thresholds.
  • Issue Pareto Alert: Overrides the workspace alert for a specific grouping of issues. Useful when a particular category needs different sensitivity.
  • Issue Board Alert: Overrides everything for a specific individual issue. Use this when one issue needs unique monitoring.

The override hierarchy means that if an issue has a Board-level alert, that takes precedence over any Pareto or Workspace alerts.

Creating an Alert

To create an alert:

  • Toggle the alert to Active.
  • Toggle Email Alerts on if you want email notifications in addition to in-app notifications.
  • Select the metric to monitor from the “Alert on” dropdown. The available metrics depend on what’s configured for your workspace.
  • Choose whether to track a Count increase or a Percent increase.
  • Optionally add Conditions (filters) to narrow which records are included in the alert calculation.
  • Set the Lookback period — the time window over which changes are measured.
  • Set the three trigger thresholds: Soft, Medium, and High. Each represents a different level of severity based on how much the metric has changed.

Important Behaviors

  • Same notification for all levels: All three severity levels (Soft, Medium, High) send the same type of notification. Only the label differs — the purpose is to help you prioritize, not to change the delivery method.
  • Daily email batches: Alert emails arrive in a daily batch, not in real time. In-app notifications may appear sooner.
  • What triggers an alert: Alerts fire when new data is uploaded that causes thresholds to be exceeded, or when configuration changes cause existing data to cross a threshold.
  • Threshold behavior: Only the highest exceeded level fires. If your data crosses both the Soft and Medium thresholds, you’ll get a Medium notification, not both.

Who Can Create Alerts

Workspace Managers and above can create and edit alerts. Contributors and Viewers can view alert settings but cannot modify them.

Frequently Asked Questions

Q: I set up an alert but I’m not getting notified.

A: Check several things: Are you the owner or collaborator on the relevant issues? Is the alert toggled to Active? Is Email Alerts toggled on (if you expect emails)? Has the data actually changed enough to exceed your thresholds?

Q: If I lower a threshold, will it fire immediately?

A: Potentially yes. If existing data already exceeds the new, lower threshold, the alert will fire on the next evaluation.

Q: Does a High trigger also fire Soft and Medium?

A: No. Only the highest exceeded level fires.