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User Guides

Subscriptions

Subscriptions determine which users are notified when an object changes or receives comments. Users assigned to a task are typically subscribed automatically.

What you can do​

  • Subscribe users who need updates.
  • Notifications require proper permissions to the underlying project, client, or workspace.
  • Subscriptions help teams follow progress without manually checking every item.

Environmental consulting example​

A project manager can be subscribed to a remediation task so they are notified when the field team updates progress or adds comments.


Subscribing people to objects

Subscriptions are very handy when you want to follow and observe a certain object or an ongoing discussion.

When we talk about objects, we mean: tasks, notes, documents, events, etc.

When you subscribe users to an object, it means that all of the subscribers will be receiving an email notification for every action or comment made in the future. Actions could be modifications, deletions, completing a task, opening a task, setting due task reminders, etc.

Note: The address the notification emails are sent to is the one you have specified for the user accounts.

Subscribing and unsubscribing

You may subscribe and unsubscribe people by following 3 easy steps as shown in the picture below:

Subscribing oneself​

In the following screenshot, you can see an object with currently two other subscribers:

To subscribe to this object, simply click ''Subscribe''. This changes the subscribers' list to the following:

To unsubscribe, simply click ''Unsubscribe''.

Autosubscription​

You will realize that you get notification emails for every object you have created or commented on without having subscribed to it. This is the autosubscription feature of EVX Software that creates a subscription for you. Of course, you can unsubscribe at any time if you wish.

Objects you can subscribe to​

As said before, subscribing is related to comments. Consequently, you can only subscribe to objects that allow comments. These are the following:

  • Notes
  • Events
  • Milestones
  • Documents
  • Tasks
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