Forecast sends different types of notifications regarding platform activity, either via email or in-app. These notifications are related to any assignment, project, and tasks updates or conversations. All notifications are listed in your settings and can be granularly managed, so you can decide what to be notified about. If you are looking to configure company-wide notifications, see Viewing and Configuring Account Notifications.
This article covers:
- Managing your personal notification settings
- Overview of the notification settings
- Viewing your in-app personal notifications
Managing your personal notification settings
To access your personal notification settings
- Click your profile icon in the upper-right corner of the page header, then select My Profile.
- Click on the Notification Settings tab.
- Click through the different sections to view and toggle on/off each type of notification by channel.
Overview of the notification settings
Notification Types
| Title | Description |
|
Enable app notifications
|
To enable in-app notifications and updates in the Notification Center. |
|
Enable email notifications
|
To enable email notifications to be sent to the email address configured in your profile. |
Email notification frequency
| Title | Description |
|
Individual emails (Push)
|
For individual notifications. Sent whenever an update happens. |
|
Daily digest (3pm)
|
Daily notification containing a summary of the latest updates. Sent at 3pm local time. |
|
Weekly digest (Friday 3pm)
|
Weekly notification with a summary of the notification for the past week. Sent at 3pm on Fridays, local time. |
Receive Updates
| Title | Description |
|
When any of my projects change status
|
Personal notification sent as soon as the project changes status. For custom permission profile users with "Access all projects" permission, there is an additional tick box here allowing you to choose to receive all project notifications or just those for projects you are specifically assigned to. By default, this box is unticked. |
|
When I'm assigned to a project
|
Personal notification sent whenever you get assigned to a project. |
|
X days before a project I'm assigned to is due |
Notification to remind you that a project is due within the number of days defined. By default it is set to 5 days. |
|
X days before a task I'm assigned to is due |
Notification to remind you that a task is due within the number of days defined. By default it is set to 5 days. |
|
When someone mentions me in a comment
|
Notification to notify you whenever you are mentioned in a comment. To respond, you will need access the platform. |
|
When a task is assigned to me
|
Personal notification to inform you of tasks assigned to you. |
Task Change Updates
| Title | Description |
|
When changes happen to a task that I'm assigned to
|
Notification update sent whenever an update is made on a task. You can control the different types of notification for tasks changes by expanding the 'Advanced Settings' section below. |
| Advanced Settings (for tasks): | |
|
Description updated
|
Notification to notify whenever a task's description gets updated. |
|
Title updated
|
Notification to notify whenever a task's title is updated. |
|
Estimate updated
|
Notification to inform you that the estimate has been updated. |
|
Start date added/updated/cleared
|
Notification is sent whenever the start date of a task is changed. |
|
End date added/updated/cleared
|
Notification is sent whenever the end date of a task is changed. |
|
Changed sprint
|
Notification to inform you that the sprint of a task you are involved in has been changed. |
|
Changed Phase
|
Notification to inform you that the phase of a task you are involved in has been changed. |
|
Changed status column
|
Notification to inform you that the status column of a task has been changed. |
|
Task moved to another project
|
Notification to inform you whenever a task is moved to another project. |
|
Subtask or to-do added/renamed
|
Notification to inform you whenever a sub-task/to-do item is added/renamed. |
|
Subtask estimate updated
|
Notification to inform you whenever a subtask estimate is updated. |
|
Comment added/edited
|
Notification to inform you whenever a task comment has been added or edited by any user. |
|
File added
|
Notification to inform you whenever a file is added to a task. |
|
Marked/Unmarked as bug
|
Notification to inform you whenever a task is marked/unmarked as bug. |
|
Marked/Unmarked as blocked
|
Notification to inform you whenever a task is marked/unmarked as blocked. |
|
Set as repeating/set as not repeating anymore
|
Notification to inform you whenever a task is set or no longer set as repeating. |
Financial Updates
Note: Financial notifications are available for users with the custom financial permissions, "View financial information' or 'View financial information, revenue only'. For Pro customers without custom permissions, these notifications will be available to Manager and above.
| Title | Description |
| When changes happen to an invoice | Notification update sent whenever an update is made on an invoice. You can control the different types of notification for invoice changes by expanding the 'Advanced Settings' section below. |
| Advanced Settings (for invoices): | |
| When the due date on an invoice is reached | Triggers a notification when the due date on an invoice is reached. |
| When an invoice becomes overdue | Triggers a notification when the due date is past on an invoice that is not fully paid. |
| When an invoice is 'X' days overdue | The user can input a number to trigger a notification for invoices which are not fully paid 'X' number of days past the due date. |
| When an invoice is created or deleted | Triggers a notification when an invoice is created or deleted. |
| When an invoice status changes | Triggers a notification when the status of an invoice changes, e.g. between Draft, Approved, Sent, Exported. |
| When the invoice date is reached for an invoice | Triggers a notification when the invoice date (not the due date) is reached. |
| When a payment is made on an invoice | Triggers a notification when a payment is added to an invoice. |
| When an invoice date is changed | Triggers a notification when an invoice date is changed. |
| When an invoice due date is changed | Triggers a notification when an invoice due date is changed. |
Viewing your in-app personal notifications
If you have enabled App notifications in the Notification Settings tab, Forecasts ensures that everything that happens in your account is tracked and served to you through the In-App Notification Center and within your notifications logs page.
To view your in-app Notifications
- Head over to the upper-right corner of the page header, then select the Notification Bell icon next to your profile icon.
- Once the Notification Center popover opens, you can click on 'View All' to expand your view and head over to the Notifications tab. This page shows the full list of notification logs.
Note: In the Notification logs tab, you have the ability to mark all notifications as read, or filter your notifications by clicking on the 'Filter' button on the top-right of the page. This will help you run through the notifications you wish to tackle first.
To Manage your in-app Notifications
Within the Notification Center, you have the ability to mark all notifications as read or to temporarily mute your in-app notifications.
- Head over to the upper-right corner of the page header, then select the Notification Bell icon next to your profile icon.
- In the Notification Center popover, click on:
a. Mark all as read: to mark all notifications as read.
b. Mute: to mute your in-app notifications. If you also have email notifications enabled, you will continue to receive them in your inbox.
c. Gear Icon: to manage your notification settings. It will take you to the same Notification Settings page within your profile.
Comments
0 comments
Article is closed for comments.