Email notifications make it easy to keep track of the important events in the templates and checklists that matter to you.
There are several ways an email notification will be triggered.
First up, Process Street will send you the following email alerts by default:
- When you are assigned to a task
- When your task is due
- When a hand-off occurs from a Stop Task
- When someone @mentions you in a task comment
- When you are assigned to a checklist
- When your checklist is due
- When you receive an approval
- When your work is approved/rejected
You can switch any of these alerts on or off, from the notifications tab in your profile settings.
You can also choose to have these notifications sent to you in a once-a-day reminder of overdue and upcoming tasks, or unsubscribe from all notifications (except billings or security-related messages).
Note that email notifications are not sent for your own actions, for example if you assign yourself to a checklist or task. The only exception to this rule is when you are assigned to a checklist from the scheduling tool.
If you want more notifications than the above, you will need to subscribe to either the template or checklist.
Subscribing to templates
Click the three dots next to a template’s name to bring up the right-hand menu, and click the “More options” button. Finally, click “Subscribe”.
Template subscription notifications
You will be notified for the following actions:
- Template is updated (edited)
- New checklist is run off the template
- A checklist is completed from the template
Subscribing to checklists
To receive notifications from a specific checklist, open up a checklist and click “Subscribe” in the right-hand menu.
Checklist subscription notifications
You will be notified for the following events:
- Task completed
- New comment
- New attachment
- Checklist is updated from a change to the template
- Checklist completed
@mention to send a direct notification
@mentions in Process Street work in much the same way as many other apps. If you want to send an instant email alert to a team member from inside Process Street, you first need to be viewing a checklist.
Once you have a checklist open, scroll to the bottom of the relevant task and type “@” to bring up a list of team members that you can direct your comment to.
Choose the desired team member from the dropdown, then type out your comment as normal. When you’re done, click “comment” to send the comment.
Note that you can reply to @mentions straight from your email app, there’s no need to login into Process Street. Be sure to @mention your colleague in your email reply so that they receive their own notification.
Email alerts from assigned tasks
If a user is assigned to a task with a due date, they will receive email notifications both when they are assigned to the task, and when the task is due.
If a group is assigned, everyone in that group will receive an email on the assignment, and the due dates of the task.
Managing Email Notifications
See how to troubleshoot if you’re not receiving email notifications.