Your notification settings
Your firm sets the defaults for notifications. You can change them for yourself: which changes you are told about, whether each one arrives at once or in a summary, which tasks you follow automatically, and the reminders new tasks and events get. Your changes apply to you only.
All of these are in Your name › Settings › Edit preferences.
Jump to:
- Choose what you are told about, and when
- Choose which tasks you follow automatically
- Who is told when you add or change a task
- Reminders
- Example: a field technician
Choose what you are told about, and when
Edit preferencesNotification triggers
You start with your firm's defaults. See Notifications configuration.
- For each event, tick Immediate, Daily summary, Weekly summary, or more than one.
- Leave a row empty to stop emails for that event.
- Click Save.
Reset returns to your firm's settings.
Your choices replace your firm's defaults for you only.
| Event | You are told when |
|---|---|
| They are subscribed to an object | Someone subscribes you to a record. |
| They are assigned a task | A task is assigned to you. |
| Comments are made on an object they are subscribed to | Someone comments on a record you follow. |
| A time entry is rejected | A time entry of yours is rejected. |
| A time record is logged | Someone records time on a task you follow. |
| Number of logged hours has exceeded estimated time | A task you follow goes over its estimated hours. |
| Task status (started or completed) | A task you follow is started or completed. |
| Start or due date | A task's start or due date changes. |
| Estimated time, Completed percentage, Priority | That field of a task changes. |
| Description, Classification, Name/Title | That field of any record you follow changes. |
Immediate emails arrive a few minutes after the change, with the edits made in those minutes grouped into one email. The summaries arrive once a day or once a week. See Notification emails.
Choose which tasks you follow automatically
Edit preferencesDefault subscribers
| Setting | Yes subscribes you to |
|---|---|
| Assigned to | The tasks assigned to you. |
| Created by | The tasks you create. |
| Edited by | The tasks you edit. |
Click Save. Reset returns to your firm's settings. You can still follow or stop following any record by hand. See Subscriptions.
Set Edited by to No if you edit many tasks you don't need to follow.
Who is told when you add or change a task
Edit preferencesTask options
- Notify the assignee: tells the person assigned when you add or update a task.
- Notify subscribers: tells the task's subscribers when you add or update it.
Reminders
Reminders email you, or show a pop-up, at a set time before a task or event, even if nothing changed.
| Where | Setting |
|---|---|
| Task options | Add a reminder by default when creating a task, and Task Reminders: email or pop-up, and how long before. |
| Task options | Create automatic reminders when editing my tasks, and Create automatic reminders for other assignees when editing a task, for tasks with no reminder left. |
| Calendar options | Event Reminders, Create automatic reminders when editing an event, Send event invitations, and Subscribe invited users. |
You can also change the reminders of one task or event on its form. See Recurring tasks and reminders.
Example: a field technician
A field technician only needs to know about her own work. She keeps They are assigned a task on Immediate, sets the other task events to Daily summary, and sets Edited by to No, because she logs notes on many tasks she doesn't own. Her default task reminder is an email one day before the due date.
What you can do next
- Notification emails for what each email shows.
- Subscriptions to follow or stop following a record.
- Your account for your other preferences.
- Notifications configuration if you're an administrator setting your firm's defaults.