Notifications help you keep tabs on what's happening in your account, and we offer notifications so that you're always in the loop - but sometimes you may not need to be notified of every little thing (and sometimes you might want to just minimize the noise), so we provide flexible options for batching, adjusting, or turning off certain notifications.
Batching Notifications
If you feel like you're receiving way too many email notifications to be productive, you have the option to batch your notifications into one daily email notification. You can even specify the time you want that daily email to be sent!
To batch your notifications:
Click on your name towards the top right of your account, and select My Account from the drop down menu.
Next, click on the Notifications tab towards the top of your screen, and scroll down to the Email Batching section towards the bottom of this page.
While the default is set to batch most notifications as they happen throughout the day and send them together once we've detected that there hasn't been any notification activity on your account for 10 minutes, you can use the drop down menu to change to a daily batch.
We'll walk you through how to update how often and when your email notifications in the short video below.
Pro Tips:
Certain email notifications, such as comment and some sales tool and banking related notices, are not included in batched notifications. You can learn more about which notifications are batched (and which are not) here. In-app notifications are always posted as they happen.
Notifications are user based, so any changes that you make to batched email notifications will only affect your own notifications and does not affect other user's notifications.
Which Email Notifications Are Batched?
Certain email notifications, such as comment and some sales tool and banking related notices, are not included in batched notifications to enable our users to take direction action. Here's the rundown of
Batched Project Notifications
A planning partner (client or vendor) has joined a project
You've been added to a project
Checklist task assignment, reminder and completed notifications
Vendor payment reminders (for invoices tracked within a project's contacts tab)
Batched Account Notifications
A new org member has joined your organization's account
Lead task assignment notifications
Invoice payment received notifications (for online payments only)
Bank transfer notices (for Canadian online payment accounts only)
Notifications Not Included in Daily Batched Notifications
Comment notifications (to allow you to respond directly via email)
New Lead notices (to allow you to quickly view the new lead and take swift action)
New Lead assignments (so the assigned can quickly view the new lead)
New Listing Review notices (so you can respond to each review easily)
Questionnaire submitted notifications
Merchant account administrative notices
Adjusting Your Global Notification Preferences
To adjust your global notification preferences for both project-related and company-related notifications:
Click on your name towards the top right of your account, and select My Account from the drop down menu.
Next, click on the Notifications tab towards the top of your screen, where you'll see separate sections for managing your project-related notifications and company-related notifications.
By default, all notifications are checked/turned on. Remove the checkmark to turn off specific in-app and Email notifications.
We'll walk you through how to update your global preferences for both project-related notifications and company notifications in the short video below!
Pro Tips:
Your global notification preferences and any changes to notifications that you make here will only affect your notifications on new projects going forward and does not affect existing projects or other user's notifications.
If you wish to JUST adjust your notifications for specific projects, we recommend that you just update your notification settings within those projects (click here to learn more.)
Adjusting Notifications for a Specific Event or Project
To adjust notifications for a specific event or project:
Log in to that project, then click on the More Options Menu tab towards the top right
Next, select Project Settings from the drop down menu, and a modal will appear
Select the Notifications tab towards the top of the modal
Uncheck any notifications you don't want to receive for in-app and emailed notifications.
Pro Tips:
Notifications are user-based, so changes you make to your notification preferences will not affect other's notification settings.
Changes you make here to your project notifications will not affect your notification settings for other projects.
If you're actively involved in an event or project, we recommend that you at least keep your in-app messages on so that you can stay updated on important items.
Additional Resources