Notifications

Notifications

Notifications: Email

  1. Click  in the upper-right corner of the top band.
  2. Navigate to the Personal Preferences section, click Notificationsand click Personal Email.
  3. Toggle switches to manage Task Notifications for the tasks created by you and assigned to you.
    • When you switch on the notifications for a category, you accept to receive emails for the category.
  4. Toggle switches to manage Milestone Notifications for the milestones created by you and assigned to you.
    • When you switch on the notifications for a category, you accept to receive Emails for the category.
    • Similarly, you can choose to or choose not to receive email notifications When a message is posted in a forumWhen you get a direct message, and When a new document is uploaded.
  5. If you wish to receive emails by default for all the activities in which you are involved, switch on the Notify me for all my activities option.
  6. You can receive emails at a frequency set by you. Choose the frequency in the Set email frequency section.
  7. The changes are automatically saved. To go back to another setting, click  in the upper left or click  beside the current section's name in the top and navigate to any other section as you wish. 

Summary email

If the number of notification emails are overwhelming you can choose to receive a consolidated email at a defined frequency.

  1. Click  in the upper-right corner of the top band.
  2. Navigate to the Personal Preferences section, click Notifications, and click Personal Email.
  3. Select your Frequency under the Set email frequency section.

The following notifications will not be sent via email summary.

  • New portal invites
  • Zoho Projects Issues
  • All import and export notifications
  • Predecessor task complete update
  • Status comments, direct messages & related comments, @mentions, and event notifications

Notifications: Activity Reminder

Configure your email notifications for the pending and unassigned tasks from your personal settings.

  1. Click  in the upper-right corner of the top band.
  2. Navigate to the Personal Preferences section, click Notifications and then click Activity Reminder.
    1. Email My Activities - the list of overdue tasks, pending tasks, and milestones across all the projects will be sent to you.
    2. Unassigned Tasks - the list of unassigned tasks and bugs (i.e. tasks or bugs that don't have an owner) across all the projects will be sent to you.
    3. Overdue Items - the list of overdue work items across all projects will be sent to you.
  3. Set the frequency of the reminder emails in the Remind Me field (i.e. Daily, Weekly, or Monthly).
  4. Select time to trigger the notification emails for the pending activities and unassigned tasks.


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