Set Task Notification Preferences

Changes in task details have the potential to impact your project's schedule performance. You can stay better informed on task updates by setting up task notifications. When a proposed due date is entered on a task or if a task becomes overdue, you can choose to receive a notification in the application's Inbox, your email, or both. You can adjust the number of notifications you receive by selecting a notification frequency of immediate, daily, or weekly. You can also choose to be notified for all tasks or only those tasks to which you are assigned.

All users can set their own notification preferences if they have access to the project. Users with the privilege to set notification preferences for others can also configure notification preferences on behalf of other users and configure a default set of preferences for all users assigned to at least one task in the project. This privilege is intended for application administrators and superintendents responsible for overseeing other users. The default set of preferences do not apply to users who configure their own set of preferences or have their own set of preferences configured for them.

Task notification preferences are set per project and can be configured on the Work Plan, Hand-offs, and Task List pages. The preferences are the same across all pages. Notifications are disabled by default for all users.

To set task notification preferences:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Tasks, and then select Work Plan, Hand-offs, or Task List.
  3. Select the Actions menu, and then select Set Notification Preferences.
  4. In the Set Notification Preferences dialog box, select Assign User to add or remove users from the list, or select the option whose preferences you want to set:

    Note: This section is only visible to users with the required privilege. Users without the privilege will only see preferences for themselves.

    • My Preferences: Configure your own notification preferences.
    • Task Assigned User (default preferences): Configure the default notification preferences for all users assigned to at least one task. These preferences do not apply to users with their own configured preferences.
    • Existing User: Select the name of a user in the list to configure notification preferences on their behalf.
  5. In the Preferences section, configure the following settings for the Overdue Due Date and Proposed Due Date notification types:

    Note: Each notification type has its own set of preferences and notifications.

    1. Inbox: A notification is sent to the selected user's application Inbox.
    2. Email: A notification is sent to the selected user's email.
    3. Frequency:
      • Immediate: A notification is sent as soon as a task meets your notification criteria.
      • Daily Digest: A daily notification is sent at midnight with a list of tasks that currently meet the notification criteria.
      • Weekly Digest: A weekly notification is sent at midnight on Sunday with a list of tasks that currently meet the notification criteria.
  6. Select Receive notifications for only my assigned tasks to limit notifications to only tasks to which the selected user is assigned. If this option is disabled, the selected user will receive notifications on all tasks in the project that meet their notification criteria.
  7. Select Set.
  8. All changes made to this page are saved automatically.

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