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Understanding task notifications
Understanding task notifications
Connor Bearse avatar
Written by Connor Bearse
Updated this week

Sydnee Client Portals provides flexible notification settings so you can stay informed about tasks and activity in a way that suits your workflow. Here's a detailed guide to managing your task notifications:

Adjusting Your Notification Preferences

To customize your personal notification settings:

1. Go to your personal settings page: Personal Email Notifications.

2. You'll see a variety of options that can be toggled to control the type and frequency of notifications you receive.

Notification Options Available:

Communication

  • When you are mentioned in a comment: Receive notifications specifically when someone mentions you directly in a comment.

Updates on Tasks Assigned to You

  • Assigned tasks: Notifications when a new task is assigned to you.

  • Due date changes: Alerts when the due date of an assigned task is modified.

  • Completed tasks: Notifications when tasks assigned to you are marked as complete.

  • New comments: Updates when new comments are added to your tasks.

  • New attachments: Alerts when files or documents are attached to your tasks.

  • Deleted tasks: Notifications if tasks assigned to you are deleted.

Updates on Tasks You’re Collaborating On

  • Added as collaborator: Alerts when you're added to a task as a collaborator.

  • Task completions: Notifications when tasks you collaborate on are completed.

  • New comments: Updates when new comments are made on tasks you're collaborating on.

  • New attachments: Alerts when new files are attached to tasks you're collaborating on.

  • Deleted tasks: Notifications if tasks you collaborate on are deleted.

Client Notifications

Clients added to your portal can customize their notifications as well:

  • Clients can click on their profile image at the top-right corner of their portal interface and select "Notifications" to manage their personal preferences.

  • New clients inherit the default client task notification settings. These defaults can be adjusted here: Company Default Guest Notifications.

Per-Account Notification Settings

In addition to global notification settings, Sydnee offers two account-specific notification settings:

1. Receive Task Notifications:

- Turning this off disables all task notifications for the selected account, overriding global settings. The only notifications that will still come through are mentions.

2. Client Task Creation Alert:

- Keeping this enabled means you'll receive alerts when clients create new tasks in that account.

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