Notifications Overview
The objective of this article is to guide team members on how to manage and understand the different types of email notifications they will receive in the Trak workspace, as well as how these notifications are triggered based on assignments.
Key Steps
- Types of Email Notifications:
- Activate Account: Sent when someone adds you as a collaborator directly to the workspace.
- Weekly Pulse Report for Managers: Provides an overview of overall health and workload in the workspace.
- Snapshot Email for Team Members: Shows partnerships assigned to them.
- Due Date Reminders: Alerts about upcoming due dates.
- Change Rollup: Instant notifications after changes on a partnership.
- Task Assignment: Notifications when assigned or mentioned in a task.
- Managing Notifications:
- Go to your profile in the top right corner.
- Manage notification settings by turning them on/off and selecting specific notification types.
- Triggering Notifications:
- Notifications are triggered based on partnership assignments, task assignments, and task follows.
- Changes on partnerships will notify all assigned team members.
- Task followers will receive notifications for specific task updates.
Cautionary Notes
- Ensure to keep notification settings updated to receive relevant information.
- Pay attention to due date reminders to stay on track with tasks.
- Do not ignore change rollup notifications as they provide real-time updates on partnership changes.
Tips for Efficiency
- Regularly check and update notification settings to avoid missing important updates.
- Utilize due date reminders to prioritize tasks effectively.
- Stay informed about partnership changes by paying attention to change rollup notifications.
By following these steps, team members can effectively manage email notifications in the Trak workspace and stay updated on task assignments and changes.