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Email Notification Preferences

By default, worksheets in ProjectTeam can only be edited by their creator. However, the creator can grant edit permissions to other users or groups.

Overview

In ProjectTeam.com, each user can customize their own email notification preferences to stay updated without being overwhelmed. Email settings are managed on the My Page screen, where you can adjust notifications per project based on the types of updates you want to receive.

In addition to real-time notifications, you can also choose to receive a weekly summary email that highlights recent activity across your projects. This help article explains how to set up notifications and update your preferences to match the level of activity you want to follow.

Weekly Summary Email

The weekly summary email provides a quick snapshot of your activity across all projects you have access to, including the number of active projects, outstanding action items, and workflows currently in your court.

  1. On the My Page screen, click the "..." button and choose the Update Email Notifications option.
  2. In the modal window, the first section is titled "Weekly Summary Email".
  3. To receive a weekly summary email, toggle the switch to YES. To turn off your weekly summary email, toggle the switch to NO.

Project Based Email Notifications

Project-based email notifications are triggered by key events that occur on the projects you’re involved in. These alerts help you stay aware of important updates, such as when an action item is assigned to you, a workflow moves into your court, a new comment is added to a form you’re following, and other activity that may require your attention. By customizing these notifications, you can ensure you receive the right information at the right time.

  1. On the My Page screen, click the "..." button and choose the Update Email Notifications option.
  2. In the modal window, the first section is titled "Project Specific Email Notifications". Find the project you want to update, and click to expand.
  3. By default, all options in the "Items Assigned To Me" section are checked and all items in the "Document Updates" section are not checked. To update, click the Edit button and check the box next to actions you want to receive emails about.
  4. Once you have checked the appropriate options, make sure to click the Save button.

Related Articles

Explore other help pages that explain features influencing the email notifications you receive, including how to "follow" forms, post @ comments, and more. These articles provide additional guidance to help you manage and fine-tune your notification experience.