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Notifications in KickUp Foundations

This article will help district administrators configure email notifications for walkthroughs and coaching in KickUp Foundations.

KickUp can email coaches, observers, and staff members when walkthroughs and coaching activity happen. All notifications are off by default and configured per instance.

  • Requires the staff member to have an active KickUp account. Notifications are delivered by email only — from notifications@kickup.co — and don't appear as in-app alerts. Configurable by district administrators with Manage Walkthroughs or Manage Coaching permissions.

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Walkthrough Notifications

Submission Email

When an observer submits a walkthrough form, KickUp can automatically send the completed form to the staff member being observed.

Triggered by

Observer submitting a walkthrough form

Who receives it

The staff member the walkthrough is about

What it contains

Observer's name, form name, and all submitted responses

Default

Off

To enable:

  1. Open the walkthrough instance.

  2. Click Edit → Settings.

  3. Check Share submission with staff member via email.


Coaching Notifications

Coaching has four notification types, each configured independently.

Coaching log submission email

When a coach submits a coaching log entry, KickUp can automatically send that log to the staff member being coached.

Triggered by

Coach submitting a coaching log

Who receives it

The staff member the log is about

What it contains

Coach’s name, form name, and submitted responses. Questions marked as Hidden are excluded.

Default

Off

To enable:

  1. Open the coaching instance.

  2. Click Edit → Settings.

  3. Check Share logged activity with staff member via email.

Action item notifications

When action items are enabled on a coaching instance, KickUp can notify both the coach and the staff member when action item status changes.

Trigger

Who is notified

Action item assigned or reassigned

The person it’s assigned to; the previous assignee if reassigned

Action item due in 2 days

Both coach and staff member

Action item 1 day overdue

Both coach and staff member

Action item 1 week overdue

Both coach and staff member

Action item marked complete

Both coach and staff member

Action item marked incomplete

Both coach and staff member

Action item deleted

Both coach and staff member

The person who takes the action is never notified for their own change. Multiple action item updates may be batched in a single email.

To enable:

  1. Open the coaching instance.

  2. Click Edit → Settings.

  3. Enable Action items.

  4. Check Send action items notifications.


Coaching cycle step notifications

When coaching cycles are enabled, KickUp can notify the appropriate party when a cycle step is completed. The direction of the notification depends on who the step is assigned to.

Step type

Assigned to staff member

Assigned to coach

Meeting step completed

Coach is notified

Staff member is notified

Form step completed

Coach is notified

Staff member is notified

Goal step completed

Coach is notified

Staff member is notified

Learning target step completed

Coach is notified

Staff member is notified

The person who completes the step is not notified for their own action. Notifications are sent once daily.

To enable:

  1. Open the coaching instance.

  2. Click Edit → Form and Cycles Settings.

  3. Enable Cycles.

  4. Check Send cycles notifications.


Activity feed notifications

When a new message or comment is posted to the coaching activity feed, KickUp can notify the other party.

Triggered by

A new post or comment on the coaching activity feed

Who receives it

The other party: if a coach posts, the staff member is notified; if the staff member posts, the coach is notified

What it contains

The message content, along with coaching instance and form context

Batching

Multiple activity notifications are grouped and sent together with up to a 1-hour delay

Default

Off

To enable:

  1. Open the coaching instance.

  2. Click Edit → Settings.

  3. Enable Activity feed.

  4. Check Send activity feed notifications.


Weekly coaching summary

Coaching instances can be configured to send a weekly "This week in Coaching" email to designated recipients — typically coaching leads or instructional directors who want a regular pulse on coaching activity.

The weekly summary covers the past 7 days:

  • Total coaching log entries completed

  • Total coaching cycles completed

  • Number of staff members interacted with

  • Number of coaches with activity

  • Staff members in active coaching cycles

To set up, contact your KickUp Client Success Manager. Recipients are configured at the coaching instance level.


Configuration Summary

All notification settings are configured at the instance level and apply to everyone on that instance. There is no per-user notification preference.

Notification

Foundations Module

Where to Configure

Default

Submission email to staff member

Walkthroughs

Settings tab

Off

Log submission email to staff member

Coaching

Settings tab

Off

Action item notifications

Coaching

Settings tab → Action items

Off

Cycle step notifications

Coaching

Form and Cycles Settings → Cycles

Off

Activity feed notifications

Coaching

Settings tab → Activity feed

Off

Weekly coaching summary

Coaching

Contact your CSM

Off


Frequently asked questions

Can a staff member opt out of notifications?
Not currently. Notification settings are controlled at the instance level by administrators. If a staff member doesn't want to receive emails, an administrator would need to turn off the relevant notification type for that instance.

Can I enable notifications for some staff members but not others?
No — settings apply to the entire instance. All staff members covered by that walkthrough or coaching instance are subject to the same settings.

What email address do notifications come from?
All notifications come from notifications@kickup.co. You may want to advise staff members to add this address to their safe senders list.

What if a staff member doesn't have a KickUp account?
Notifications are only delivered to users with active KickUp accounts. Staff members without accounts won't receive emails.

Are notifications sent immediately?
Submission emails are sent immediately after a form is submitted. Action item updates are grouped with a 5-minute delay. Activity feed notifications are grouped with up to a 1-hour delay. Cycle step notifications are sent once daily.

Do notifications include scripting notes?
No. Scripting notes are shared directly through the scripting interface, not via notification emails.

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