Email Notification Categories
To help you manage your email notification settings, ProjectPlace has three email notification categories:
- Action-required email notifications: Some email notifications are more important than others, so we've identified which ones you're generally expected to take action on when you receive a notification. Email notifications are on by default for this category, but you have the option to turn them off.
- For your information email notifications: This category of events does not normally require you to take actions. By default, you will receive these email notifications only when you are @-referenced, but you have the option to turn all email notifications for this category on or off.
- Uncategorized email notifications: All other events that trigger emails, but do not belong to either of the above categories.
When updating your email notification settings, use the list below as a reference for the events that trigger email notifications.
Action-Required Email Notifications
The following events belong to this category of notifications:
- When someone assigns a Risk, Issue or a Card to you.
- If a Card that your Card is dependent on is moved to the Done column so that you can now start working on your Card.
- If it is time to start working on a card you are assigned to (planned start date is today)
- If a Card, Issue or Risk that you are assigned to is due today
- When someone wants you to Review a Document.
- When a stage in a Document review you have initiated is finished (if you have not set it to automatically move to the next stage).
- When a Document review you have initiated is completed.
- If someone rejects their review in a Document review workflow.
- Someone has requested a Card assignment from your Team.
- A Card request assignment was rejected by the Team.
- An Issue has been created (sent to workspace administrators only).
- You have been sent a Meeting request.
- Your Meeting request is overdue.
- A Meeting you have been invited to has been updated.
- A new request has arrived in the Request inbox (sent to account administrators and request administrators only).
- A new request is forwarded to your workspace for approval (sent to workspace owner and workspace administrators only).
- Your Account administrator has mandated department selection for one of your workspaces.
- Your Workspace created based on a Workspace template is ready.
For Your Information Email Notifications
The following events belong to this category of notifications:
- Someone changes the planned start date, due date, activity connection, block status or assignee(s) on a card that you are assigned to
- If a Document review you had been asked to perform was terminated.
- If you were removed as a participant from a Document review.
- If someone has performed their Document review (but the stage or the review is not finished).
- A stage in a Document review that you initiated is finished (and you have set it to automatically proceed to the next stage).
- A stage in a Document review you are participating in has its due date changed.
- You are mentioned in a comment.
- Someone Likes a comment where you have been mentioned.
- Someone makes a new comment on an artifact where you have previously been mentioned.
- Someone edits a comment on an artifact where you have previously been mentioned.
- A Roadmap Phase is connected to the Plan in your workspace (sent to workspace administrators only).
- An Issue has been edited (sent to workspace administrators or other people that has been added to the Issue notification list).
- A Team has denied your request.
- Registration reminders have been sent to invited user in your workspace or portfolio.
If you follow a Document that you have not created, the following events will trigger an email notification:
- The Document is moved.
- The Document is deleted.
- A new version of the Document is added.
- The Document is sent for review.
- A review of the Document is finished.
If you follow a Card that you are not assigned to, the following events will trigger an email notification:
- The Card is moved to another column.
- The assignee of the Card is updated.
- The Activity of the Card is updated.
- The Card's block status is changed.
- The Card is deleted.
Emails That Do Not Belong to a Category
There are some events that will trigger emails that do not belong to any of the above categories. The following events can trigger email notifications:
- You are invited to participate in a workspace or made an Administrator of a workspace.
- You have Document reviews, Risks, Issues, Cards, or Milestones that are due today.
- An Excel data download you have requested is ready for downloading.
- You are asked to fill in the workspace status report.
- Daily or Weekly reports that you have enabled.
- Information is sent based on active Automation rules
- A new email address has been added to your user account by an Account administrator.
- One of your Requests has been approved, rejected, or forwarded to a workspace.