With elapseit you can manage the email notifications for each project or you can set notifications that will apply to all projects, by using Set as Global feature. You can go even more in details and for each notification you can setup the audience, so only the relevant people to receive the notifications.
Beside the events notifications, you can setup specific reminders for each project as you will find out below.
To access the notification, go to profile view of a project and click on “View notifications” button.
1. EVENTS:
Notification events are covering the following areas: timesheet, availability, task management and expenses.
For each event notification you have to check it if you want to become active, setup if the notification must be mandatory (each person can setup from his/her profile what kind of events notifications to receive, but if the administrator is checking the option “Mandatory” then it will overwrite the user notification settings, so the person will receive the email notifications) and the audience.
1.1. Timesheet submitted for approval
Receive email notification when a person submitted the hours into timesheet.
Select the audience that you want to receive the email notifications: Submitter (the person who submitted the hours), Project manager (the person who needs to approve/reject the hours) or other users that you can select from the list.
1.2. Timesheet approved/reject
Receive email notification when the hours submitted have been approved or rejected.
Select the audience that you want to receive the email notifications: Submitter (the person who submitted the hours), Project manager (the person who needs to approve/reject the hours) or other users that you can select from the list.
1.3. Leave request submitted for approval
Receive email notification when a person is requesting time-off (vacation, sabbatical, sick leave or any other type of time-off).
Select the audience that you want to receive the email notifications: Submitter (the person who requested time-off), Project manager of the project (the person who needs to approve/reject the request) or other users that have the right to approve or reject the request.
1.4. Leave approved/rejected
Receive email notification when has been approved or rejected the time-off’s request for a person who is working on the project.
Select the audience that you want to receive the email notifications: Submitter (the person who requested time-off), Project manager of the project (the person who needs to approve/reject the request) or other users that have the right to approve or reject the request.
1.5. Task added
Receive notification when a new task is added into section “Tasks”.
Select the audience that you want to receive the email notifications: Author (the person who created the task), Assignee (the person who has assigned the task), Project Manager (the project manager of the project), All allocated people in the project (all the persons who have been allocated and are working on the project) or other specific users.
1.6. Task updated
Receive notification when a task is updated. Choose from the list to be notified, only when information on specific fields of the tasks have been changed.
Select the audience that you want to receive the email notifications: Author (the person who created the task), Assignee (the person who has assigned the task), Project Manager (the project manager of the project), All allocated people in the project (all the persons who have been allocated and are working on the project) or other specific users.
1.7. Task closed
Receive notification when a task is closed.
Select the audience that you want to receive the email notifications: Author (the person who created the task), Assignee (the person who has assigned the task), Project Manager (the project manager of the project), All allocated people in the project (all the persons who have been allocated and are working on the project) or other specific users.
1.8. Expense submitted for approval
Get notification for expenses related to the project which have been submitted for approval.
Select the audience that you want to receive the email notifications: Submitter (the person who submitted for approval the expense), All users with “Accounting” access level, All users with “Administrator” access level or other specific users.
1.9. Expense approved/rejected
Get notification when an expense related to the project has been approved or rejected.
Select the audience that you want to receive the email notifications: Submitter (the person who submitted for approval the expense), All users with “Accounting” access level, All users with “Administrator” access level or other specific users.
2. REMINDERS
Setup reminders on the project, to not miss things.
2.1. Due tasks (daily reminder)
Don’t miss to finish the tasks on time. You will receive daily notification for tasks which will be due in the next 1,2….10 days (it’s your choice).
Select the audience that you want to receive the reminder notifications: Author (the person who created the task), Assignee (the person who has assigned the task), Project Manager (the project manager of the project), All users with “Project Director” access level or all allocated people in the project.
2.2. Overdue tasks (daily reminder)
Whops! Overdue tasks? Get reminder, so you will be able to finish those overdue tasks first.
Select the audience that you want to receive the reminder notifications: Author (the person who created the task), Assignee (the person who has assigned the task), Project Manager (the project manager of the project), All users with “Project Director” access level or all allocated people in the project.
2.3. Due invoices (daily reminder)
We know how important is to receive money on time for invoices issued. Get notification for invoices which will become due soon.
Select the audience that you want to receive the reminder notifications: All users with “Accounting” or “Administrator” access level or specific users restricted to “Accounting” or “Administrator” access levels.
2.4. Overdue invoices (daily reminder)
It’s time to ask your clients for payment. Get notification for overdue invoices.
Select the audience that you want to receive the reminder notifications: All users with “Accounting” or “Administrator” access level or specific users restricted to “Accounting” or “Administrator” access levels.
2.5. No hours logged on tasks on previous day (daily reminder)
Get reminder notification if there have not been logged hours on tasks on the previous day. You can even receive notification if your team members worked less than you expected on tasks.
Select the audience that you want to receive the reminder notifications: Project manager (project manager of the project), All users with “Project Director”, “Accounting” or “Administrator” access level or other specific users.
2.6. Timesheet for previous week was not submitted (weekly reminder)
One of the best and useful reminder notification for users who are forgetting to submit the hours. Get reminder notification for submitting the hours worked on the project.
Select the audience that you want to receive the reminder notifications: All allocated people in the project or other specific users.