How do I get notified when the objects are assigned to me?

Updated on May 2, 2019 05:00AM by Admin

There are two types of email notifications available:

  • Assignment Alerts - You will be notified with email notifications.
  • Email Notifications - Receive alerts whenever there is a change in your assigned object.

Assignment Alerts

If you assigned to any objects, you will be notified with email notification; which makes you easily schedule your task according to the assignments. This is applicable for all the apps in different categories according to the roles set for you. Various collaborative activities can also trigger a notification.

For instance, you are explained with two categories,

Project Management - Projects App, Timesheets App

You’ll be notified if the project /timesheet is assigned to you.

Financials - Invoices App

  • When you are assigned to the created invoice and/or the invoice gets deleted.

Steps to Enable the Assignment Alerts

  • Log in to your account and click on your name located at the top right corner of the header bar.
    Universal Navigation Bar

  • Click on "Assignment Alerts" from the drop-down menu.
  • Assignment Alerts
  • Preferences
  • Business Settings
  • Manage your account
  • Background Jobs
  • Log Off

    General settings
  • You will be displayed with the new pop which carries the category names on the left side and the appropriate app names on the right side.
  • Slide the "Toggle" Button to Enable/Disable the alerts you would like to configure.

    Assignment alerts

Projects App

  • After setting up assignment alerts, add Projects App to the home page dashboard.
  • Click on "Notifications" icon at the app header bar.

    Project Notifications

  • Once the pop-up comes up select the "Email feed" you would like to receive alerts.

    Project Email Feed
  • For Instance: Create a new project, you will receive an alert mail as shown in the image below:

Invoices App

  • Select the Invoices App under Financials.
  • Click on "Notifications" icon at the app header bar.

    Invoice Notifications

  • Once the pop-up comes up select the email feeds you would like to receive alerts.

    Invoices Email Feed