Getting Started Guide

Personal Preferences

In this section, you learn how to configure your profile and manage your email notifications.

 User Profile

  1. Click  in the upper right corner of the top band.
  2. Navigate to Personal Preferences section and click User Profile.
  3. Click to the right of the profile name to update your personal information. You can also update your profile pic using the Change Photo option, if needed.
  4. Pick a Theme to set your portal background.
  5. Set your favorite or the most used project module page as the Landing Page.
  6. Click Update.
 

 Notifications: Email

  1. Click  in the upper-right corner of the top band.
  2. Navigate to the Personal Preferences section, click Notifications, and click Email.
  3. Toggle switches to manage Task Notifications for the tasks created by you and assigned to you.
    • When you switch on the notifications for a category, you accept to receive Emails for the category.
  4. Toggle switches to manage Milestone Notifications for the milestones created by you and assigned to you.
    • When you switch on the notifications for a category, you accept to receive Emails for the category.
    • Similarly, you can choose to or choose not to receive Email notifications When a message is posted in a forum, When you get a direct messageWhen a new document is uploaded, and When a user’s time logs are rejected. 
  5. If you wish to receive Emails by default for all the activities in which you are involved, switch on the Notify me for all my activities option.
  6. You can receive emails at a frequency set by you. Choose the frequency in the Is your inbox flooded with emails? section.
  7. The changes are automatically saved. To go back to another setting, click  in the upper left or click  beside the current section's name in the top and navigate to any other section as you wish. 
 

 Summary Email

If the number of notification emails are overwhelming you can choose to receive a consolidated email at a defined frequency.

  1. Click  in the upper-right corner of the top band.
  2. Navigate to the Personal Preferences section, click Notifications, and clickEmail.
  3. Select your Frequency under the Is your inbox flooded with emails? section.

Note:

The following notifications will not be sent via email summary.

  • New portal invite
  • Zoho Projects Issues
  • All import and export notifications
  • Predecessor task complete update
  • Status comments, direct messages & related comments, @mentions, and event notifications

Notifications: Org Notifications

Only portal admins can configure the default email notifications for the new portal users or client users. However, users can also set preferences for their email notifications.

  • Feature Availability: All paid plans
  1. Click  in the upper-right corner of the top band.
  2. Navigate to the Personal Preferences section, click Notifications, and click Org notifications.
  3. Toggle switches to manage Task Notifications for the tasks created by the user and assigned to the user. They will receive emails for the category.
  4. Toggle switches to manage Milestone Notifications for the milestones created by the user and assigned to the user. They will receive emails for the category.
  5. Similarly, you can choose to or choose not to receive Email notifications When a message is posted in a forum, When you get a direct messageWhen a new document is uploaded, and When a user’s time logs are rejected. 
  6. If you want the users to receive Emails by default for all the activities in which they are involved, switch on the Notify users for all their activities option.
  7. You can receive emails at a frequency set by you. Choose the frequency in the Is your inbox flooded with emails? section.
  8. Click Update after configuring the notification settings. 

 Notifications: Activity Reminder

Configure your Email notifications for the pending and unassigned tasks from your personal settings.

  1. Click  in the upper-right corner of the top band.
  2. Navigate to the Personal Preferences section, click Notifications and click Activity Reminder.
    • Email My Activities - the list of overdue tasks, pending tasks, and milestones across all the projects will be sent to you.
    • Unassigned Tasks - the list of unassigned tasks and bugs (i.e. tasks or bugs that don't have an owner) across all the projects will be sent to you.
    • Overdue Items - the list of overdue work items accross all projects will be sent to you.
  3. Set the frequency of the reminder emails in the Remind Me field (i.e. Daily, Weekly, or Monthly).
  4. Select Time to receive the notification Emails for the pending activities and unassigned tasks.

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