Set up the notification preferences for a project to configure how email notifications are sent to users, organisations, or packages when tasks are issued, closed, or completed, or when comments are added to tasks.
- Confirm that the correct business unit and project are displayed at the top of the screen.
- Select the menu
icon in the upper left corner, then choose Project Setup. Select Notification Preferences. - Select one of the following to configure communication for the project.
| Notification Type | Description |
|---|
| People | Displays all users assigned to the project. |
| Organisations | Displays all organisations assigned to the project. |
| Packages | Displays all packages assigned to the project. |
The notification history is a record of notification emails that were sent or failed to send.
- Configure the notification types by selecting the the name of the person, organisation, or package.
- For organisations or packages, use the square Edit Email icon in the Email column to add or change the associated email address.
Email addresses for people cannot be edited in this section.
- Select Notification Preferences in the left pane to add people, organisation, or package notifications by type:
- New Tasks
- Recently Closed Tasks
- Recently Completed Tasks
- Comments
- Select the +Add button and choose the entity from the list.
- Use the search filter to find the entity.
- To remove an entity from a notification type, clear the entity's tick box.
Your changes are saved automatically.
- Use the back arrow next to the Filter field to return to the Notification Preferences page.
- Repeat the process to assign additional notification preferences.
Adding an entity to an event type will result in that entity receiving an email notification when that event type occurs.