Notifications
Notifications are the emails EVX Software sends when something you follow changes: a task assigned to you, a new comment, a due date moved, a time entry rejected. They keep you up to date without opening every record. This part of the guides covers what you are told about, when, what the emails look like, and how to change your own settings.
What you will find here
- Your notification settings: choose which changes you are told about and when, and which tasks you follow automatically.
- Notification emails: the kinds of email you receive, with an example of each.
- Subscriptions: follow a record, or add other people to it.
How it fits together
Three things decide whether an email reaches you:
| What | What it decides | Who sets it |
|---|---|---|
| Subscriptions | Which records you follow. You are subscribed to a task when you are assigned to it, create it, or edit it, unless that is turned off. | You, the people who add you, and your firm's defaults. |
| Notification triggers | Which changes send an email: a new comment, a status change, a new due date, and so on. | Your firm sets the defaults. You change your own. |
| When | Immediate, in a Daily summary, or in a Weekly summary, for each trigger. | The same: your firm's defaults, then your own choice. |
You are notified only about records you can see. Reminders are separate: a task or event reminder sends an email at the time set on the reminder, whether or not anything changed.
Your firm decides what each email shows and how it looks. With the Notification Manager, a plugin your firm may have, the emails are grouped by project, show what changed and who changed it, and can arrive as summaries. See Notifications configuration for the setup.
Example: less email, nothing missed
A project manager on six projects got an email for every change and started missing the important ones. She keeps They are assigned a task and comments on Immediate, moves task status and due date changes to Daily summary, and stops following the tasks she only edited once. Now she gets one summary a day, and an email at once only when something needs her.
What you can do next
- Your notification settings to choose what you hear about.
- Notification emails to see what each email looks like.
- Subscriptions to follow a record.
- Notifications configuration if you're an administrator setting up notifications for your firm.