Manage email notifications

How can I manage email notifications in Tallyfy?

Tallyfy provides comprehensive email notification customization enabling precise control over communication frequency and notification types.

These personalized notification settings ensure you receive relevant workflow updates while preventing email overload through selective notification management and customizable reminder summary scheduling.

To change your settings:

1. Click your profile picture/name (top right) > Settings.
2. Go to My Profile > Email Notifications tab.

Here you can turn different notification types ON or OFF using the toggles. For example, if you don’t want an email every time a task you assigned is completed, turn that notification OFF.

Process initiators and task notifications

When you start a process where you’re also assigned tasks, you typically won’t receive immediate email notifications for those tasks. This prevents email spam when launching processes.

Why this happens:

• The system assumes you’re aware of tasks you just created by launching the process
• Prevents duplicate notifications (one for launching, one for each task)
• You’ll still see tasks in your dashboard immediately

To ensure you get reminders:

• Enable daily digest emails in your settings
• Set appropriate deadlines on tasks
• Other assignees will receive immediate notifications as normal

Special case - Zapier-initiated processes: If a process is started via Zapier automation with you as the process starter, you won’t receive task notifications either. This can leave you “in the dark” about automated tasks. Workaround: Have Zapier assign a different user as the process starter, or use webhooks to trigger external notifications.

Email reminder settings (digest emails)

Tallyfy automatically sends email digests reminding you and guests about tasks that are due soon or overdue.

• Frequency: In your Email Notification settings, you can choose which days of the week you want to receive this reminder digest email.
• Cannot turn off completely: For important task tracking, you cannot completely turn off these reminder emails. You must choose at least one day per week to receive the digest.
• Check individual settings: If someone says they aren’t getting reminders, ask them to check their settings on this page first.

Remember, even if someone has reduced their automatic reminders, you can always manually send an instant reminder for a specific task.

Future Possibility: Interactive Emails

In the future, Tallyfy is exploring interactive email actions that could allow you to complete certain quick tasks directly from within some email clients, potentially making these notifications even more actionable.

Related articles

Tasks > Send email reminders

Tallyfy allows users to send immediate manual email reminders for specific tasks by clicking the menu icon next to any task and selecting “Send Email Reminder” which instantly notifies all current assignees regardless of their personal notification settings.

How To > Ensure task completion

Tallyfy ensures task and approval completion through automated reminders clear task definitions escalation paths bundling related work comment-based follow-ups personal communication context explanations and recognition strategies to prevent delays and maintain workflow accountability.

Integrations > Email and SMTP

Tallyfy provides comprehensive email integration through custom SMTP configuration Gmail add-on functionality automated notification management and interactive email actions development to streamline workflow communication and task management directly within existing email platforms.

Webhooks > Send emails using webhooks

The system enables automatic custom email notifications through webhooks by connecting Tallyfy with middleware tools to trigger emails based on specific task completions or events within processes.