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 1. Kantata Knowledge Base
 2. Knowledge Base
 3. Account Settings


NOTIFICATION SETTINGS

Kenna Colton
Last Updated Tuesday at 15:53

 Available in: Enterprise, Premier, Professional, Teams, and Free



In Notification Settings, you can set what notifications you receive, how often
you receive them, and where you receive them.

NOTE

Some email notifications—such as project invitation, invoice submission emails,
and email or password change emails—do not appear in Notifications Settings and
cannot be disabled at this time.


CHANNELS

 * Email—Receive an email notification instantly or within 25 minutes of an
   activity.
 * Daily Summary—Receive a bundled digest email of project posts once a day. The
   email is sent between 4 pm and 5 pm (based on the Time Zone set in your
   Profile settings).
 * In-app—Receive in-app notifications. For more information, see the
   Notifications article.
 * Slack—Receive notifications in Slack. For more information, see the Setting
   Up Slack Notifications article.
 * The Week Ahead—Receive a weekly email showing what tasks are due, past due,
   or starting soon. The Week Ahead email is sent early Monday morning between 1
   am and 2 am (based on the Time Zone set in your Profile settings). If you
   have not specified a time zone yet, the UTC (Universal Time Coordinated) time
   zone will be used.
   
   Note: If the Turn on Week Ahead Emails for Account Members option in Settings
   > General > Email Settings is disabled on your account, you won’t see The
   Week Ahead option in your Notification Settings.


NOTIFICATION TYPES


POSTS, TASKS, AND PROJECTS

 * All Posts—Choose to receive notifications about all activity posts that occur
   within a project’s Activity Feed. 
 * Relevant Posts—Choose to only receive notifications about relevant posts.
   Relevant posts are those that directly @mention you, posts that contain your
   full name, posts that mention all associated users (@all), private messages,
   replies to posts you have created, and posts that you have replied to. By
   default, you receive email and in-app notifications for relevant posts.
 * Direct Mention Posts—Choose to only receive notifications for posts that
   directly @mention you or contain your full name.
 * All Tasks—Choose to receive notifications for updates on all tasks.
 * Relevant Tasks—Choose to receive notifications for only the tasks you're
   assigned to. You'll be notified when you're assigned to a task and when a
   task date or status changes. By default, you receive email and in-app
   notifications for relevant tasks.
 * New Issues—Choose to receive notifications for new issues created in projects
   in which you are participating. Issues prevent a task or project from being
   completed. By default, you receive in-app notifications for new issues.
 * Project Status Updated—Receive a notification when the status changes in your
   projects. (Note: If you’re an external participant on the client-side of a
   project, you won’t be notified when the project status is updated.)
 * Project Date Updated—Receive a notification when the start or due date
   changes in your projects.
 * Project Budget Updated—Receive a notification when the budget changes in
   projects where you have permission to view financial information.
 * Project Budget Change Proposed—Receive a notification when a project budget
   change order is submitted.
   
   NOTE
   
   If the change was proposed by someone on the provider side and there are no
   client-side financial users, you’ll only be notified if you’re a
   provider-side Project Administrator. Otherwise, you’ll be notified if you're
   on the client-side and have View Financial permission or above.
   If the change was proposed by someone on the client side, you’ll be notified
   if you’re on the provider-side and have View Financial permission or above.
   If there are no provider-side financial users, you’ll be notified if you’re a
   client-side Project Administrator.

 * Project Budget Change Approved—Receive a notification when a project budget
   change order you proposed is approved.
 * Project Budget Change Declined—Receive a notification when a project budget
   change order you proposed is declined.
   

Note: For task and project update notifications, if you were the person that
made the change to the task or project, you will not be notified.

 


TIME & EXPENSE

 * Timesheet Approved—Receive notifications when your submitted timesheets are
   approved. By default, you receive email and in-app notifications for this.
 * Timesheet Rejected—Receive notifications when your submitted timesheets are
   rejected. By default, you receive email and in-app notifications for this.
 * Timesheet Submitted—Receive notifications when timesheets are submitted. By
   default, you receive email and in-app notifications for this.
 * Expense Report Approved—Receive notifications when your submitted expense
   reports are approved. By default, you receive email and in-app notifications
   for this.
 * Expense Report Rejected—Receive notifications when your submitted expense
   reports are rejected. By default, you receive email and in-app notifications
   for this
 * Expense Report Submitted—Receive notifications when expense reports are
   submitted. By default, you receive email and in-app notifications for this.
 * Track Time Reminder—Receive a notification at the beginning of the week
   reminding you to track time for the previous week. You'll get this
   notification if you tracked less time than your workweek hours.
 * Track Time Reminder - Direct Reports—Receive a notification at the beginning
   of the week reminding you about your direct reports that need to track time
   for the previous week. You'll get this notification if your direct reports
   tracked less time than their workweek hours.
 * Submit Timesheets Reminder—Receive a notification at the beginning of the
   week when you have tracked time for the previous week but not yet submitted a
   timesheet.
 * Submit Timesheets Reminder - Direct Reports—Receive a notification at the
   beginning of the week when your direct reports have tracked time for the
   previous week but not yet submitted a timesheet.
 * Review Timesheet Reminder—Receive daily reminders when timesheets are pending
   your approval.

 

INFO

You can unsubscribe from Insights dashboard emails by clicking the unsubscribe
link in the email. For classic dashboards, Insights users with Can Edit
permission can also manage scheduled Insights emails for everyone in the
Advanced Editor. For dynamic dashboards, scheduled emails can be managed via the
Schedule emailing option on a dashboard.

 


HOW TO CHANGE YOUR NOTIFICATION SETTINGS

 1. Select Notification Settings from the user Settings drop-down menu in the
    upper-right corner of the main app bar.
    
 2. Within the Posts, Tasks, and Projects, Time & Expense, and Weekly Emails
    sections, you can select the checkboxes associated with the notification
    type you want to receive.
    
 3. Click Update Settings to save changes to your notification settings for that
    section.


HOW TO CHANGE NOTIFICATION SETTINGS PER PROJECT

You can adjust your notification settings per project. This allows you to
override your notification settings on a case-by-case basis.


MUTE OR UNMUTE PROJECT NOTIFICATIONS

In a project, select the Notification (“   ”) icon located to the right of the
project name to mute or unmute certain types of notifications from the project.



When the Notification (“   ”) icon has a slash through it, the project is muted
and you will not receive post, task, new issue, timesheet, expense report, and
project update notifications for this project in any channel. You will still
receive other notifications such as invoice and resource request notifications.

When the Notification (“   ”) icon doesn't have a slash through it, the project
is not muted and you will receive post, task, new issue, timesheet, expense
report, and project update notifications from the project according to your
preferences in Notification Settings.


CHANGE EMAIL NOTIFICATION SETTINGS

 1. Open the Activity tab of a project.
 2. In the Email notification preference section in the right column, click
    Configure.
    
 3. In the modal that opens, update your preferences.
    
    
    NOTE
    
    These options only affect email notification settings for the project.
    In-app notifications are not affected. If the project is muted, you will not
    receive any email notifications from the project regardless of the settings
    you select here.

 4. Click Save to save changes.

RELATED ARTICLES

 * Notifications
 * Notification Settings
 * Setting Up Slack Notifications
 * Email Address Settings




Created on January 16, 2018 21:40
Ready to report an in-app issue? Submit a ticket
Thank you for your feedback!
Kenna Colton
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RELATED ARTICLES

 * Notifications Overview
 * Time Approvals
 * Post to Kantata Projects With Your Email
 * Project Settings Overview
 * Managing Your Time Off


IN THIS ARTICLE

 * Channels
 * Notification Types
 * Posts, Tasks, and Projects
 * Time & Expense
 * How to Change Your Notification Settings
 * How to Change Notification Settings Per Project
 * Mute or Unmute Project Notifications
 * Change Email Notification Settings




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