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 UserProfile.
  3. Click to the right of the profile name to update your personal information. You can also Change Photo, 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 clickEmail.
  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 message, and When a new document is uploaded. 
  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 section.
  6. 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. 
 

 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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