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Manage email notifications

Managing email notifications

Section titled “Managing email notifications”

To change your settings:

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

Toggle each notification type ON or OFF. For example, if you don’t want an email every time someone completes a task you assigned, turn that notification OFF.

The available notification types include:

  • Task assignments - emails about tasks where you’re assigned
  • Other people’s task updates - when others complete or update tasks
  • Comments - comments on tasks where you’re assigned
  • @mentions - when someone @mentions you in a comment
  • Process completed - when a process you’re part of finishes
  • Deadline changes - when task deadlines are changed

Depending on which version of Tallyfy you’re using, these switches may carry longer labels. Comments can read “Email me about comments on tasks where I am assigned”, @mentions can read “Email me when I am @mentioned on a task”, and Task assignments can read “Receive emails when I’m assigned”.

When you post a comment, Tallyfy doesn’t email you about it. Who gets an email about a comment explains who does get one.

Email notification preferences panel with toggle switches

Process initiators and task notifications

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

Tallyfy assumes you know about tasks you just launched, and it avoids sending you one email for the launch and another for each task. The tasks still show on your dashboard right away.

To still get reminders, turn on daily digest emails in your settings and set deadlines on the tasks. Other assignees get their notifications as normal.

Special case - Zapier-initiated processes: If Zapier starts a process with you as the process starter, you won’t get task notifications either. Workaround: have Zapier assign a different user as the process starter, or use webhooks for external notifications.

Digest emails (reminder settings)

Section titled “Digest emails (reminder settings)”

Tallyfy sends digest emails at 6 AM in your local timezone, summarizing tasks that are due soon or overdue. If your administrator turned off reminders for future-start tasks in organization customization settings, tasks whose start date hasn’t arrived yet won’t appear in your digest.

  • Choose your days: Pick which days of the week you want to receive the digest. The default is Monday, Wednesday, and Friday.
  • Turn it on or off: You can toggle the daily digest preference on or off in your notification settings.
  • Troubleshooting: If someone isn’t getting reminders, check that their daily digest is switched on and that today is one of their chosen days.

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

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