Notifications help you stay on top of your projects and quickly respond to changes and issues as they occur.
Notifications help you stay on top of your projects and quickly respond to changes and issues as they occur. Notifications alert you of activities in your projects and on your account. You can receive notifications via email, within Kantata OX, or via Slack. Through your Notification Settings and project notification settings, you can configure preferences so that you’re only notified about activities relevant to you.
There are two types of email notifications that you may receive:
- System-Generated Emails notify you about events like project invitations and tasks assignment notifications. System-generated emails contain a "no-reply" email designation address, meaning you won’t be able to reply to these types of emails.
Note: Some system-generated emails—such as project invitation, invoice submission emails, and email or password change emails—cannot be disabled at this time.
- User-Generated Emails are generated when a user takes a specific action such as creating a post in a project. You can reply to these types of emails, and your reply will post in that project’s Activity feed. For more information, please see the Post to Kantata Projects With Your Email article.
Most email notifications are sent instantly or within 25 minutes of an activity. You can also choose to receive the Daily Summary and Week Ahead emails, which bundle project posts and upcoming tasks respectively.
Daily Summary Email
The Daily Summary email gathers all of your project activity posts for that day in a single email. Each email provides quick links to each thread and project. The email is sent between 4 pm and 5 pm, based on the Time Zone set in your Profile settings.
Week Ahead Email
The Week Ahead email shows what tasks are due, past due, or starting soon. Each email provides quick links directly to your projects. The Week Ahead email is sent early Monday morning between 1 am and 2 am, based on the Time Zone set in your Profile settings. If you have not specified a time zone yet, the UTC (Universal Time Coordinated) time zone will be used.
To view your in-app notifications, select the Notification (“ ”) icon that appears in the main app bar. If you have unread notifications, a badge with the number of unread notifications will appear by the notification icon.
Click the Notification (“ ”) icon to view your notifications in a drop-down. Each notification has an associated link to the area of the app where you can take action, such as to approve an expense report. To mark a notification as read, select the Dot (“ • ”) icon. You can filter notifications by All, Unread, or Read.
The notifications drop-down shows up to 25 notifications. Select View More to open the Notifications page where you can see and manage your notifications.
On the Notifications page, you can view all your notifications, mark notifications as read, and filter notifications in various ways.
The Notifications page shows the following information:
- Priority—Indicates the category: info (“ ”), warning (“ ”), error (“ ”), or success (“ ”).
- Title—A summary of the activity that triggered the notification.
- Message—Additional detail for the notification.
- Received—When the notification was received.
- Action—A link to navigate to the area where you can take action.
- Status—Whether the notification is unread (“ • ”) or read (“ ”).
To mark notifications as read, check the notifications, then select Mark selected as… > Read Notifications above the table.
To delete notifications, check the notifications, then select the Delete button that appears to the upper right of the table. Notifications are automatically deleted after 30 days.
To open the Filters modal, click the Filters button above the table.
The modal is divided into three sections:
- Fields—The Fields section (the left pane) contains all the available filter types.
- Values—The Values section (the middle pane) populates a list of values that you can select. The name of the Values section changes based on what is selected in the Fields section. For example, if you select Priority as the field type, the middle section is titled Priority and all the priority types are available to select.
- Applied Filters—The Applied Filters section (the right pane) contains all the values you've selected for your filters. You can select the Clear (“ icon to the right of a value to remove it or select Clear All to remove all values. ”)
After applying filters from the Filters modal, you can quickly update the values for a filter from the toolbar. These quick filters will remain in the toolbar until you log out, leave the page, or manually clear them.
You can pin filters that you use frequently. In the Filters modal, select the edit icon (“ ”) to change your pinned filters. Select the Pin (“ ”) icon for a filter, then click Save Pins.
Once you have pinned filters, they will always appear in the toolbar by default without any values selected.
The following filtering options appear in the Fields section:
- Status—View only read or unread notifications.
- Priority—View only info, error, success, or warning notifications.
- Notification Type—View specific notification types, such as Expense Report Approved.
- Projects—View only notifications from specific projects. Note that this filter does not list all of your projects; it lists only the projects you currently have notifications for.
Use the Search field at the top of the Projects section to quickly locate a specific project. This is a reductive search that narrows what you currently have available to choose from. As you begin typing the first few letters, all results that match your query will appear below the Search field.
In addition to email and in-app notifications, you can receive notifications within Slack. For more information, please see the Setting Up Slack Notifications article.