Since InLoox 11.0, notifications about changes in InLoox projects are sent centrally via the server. This applies to all InLoox editions.
If you have worked with InLoox PM so far, this means that you can no longer control on-prem notifications individually in InLoox 11 to the extent that you could in InLoox PM up to version 10.2.9.
You can currently customize the following settings:
You can upload an image for the header of the emails:
NOTE This feature is only available in the InLoox Enterprise and InLoox On-Prem editions.
In the InLoox settings, you can adjust the frequency of the notifications about changes in your account that InLoox automatically sends via email.
By default, InLoox sends notifications immediately after changes are made. You as an admin can customize this default setting for the entire InLoox account:
However, every InLoox user can personally change this default setting. The user setting has priority over the account default, which is only used as the initial setting for new contacts. This is how you define the personal settings:
InLoox saves the changes automatically.
Info Some notifications are set by default and their frequency cannot be adjusted. These inlcude:
In your personal InLoox settings, you can disable notifications about changes in different InLoox areas. By default, this setting is always enabled.
What notifications exist and who receives them?
Area | What? | Who? |
Projects | Changes to master data incl. changes in project start and end date, status, name or deletion of the project | Project manager |
Projects | Changes to project members |
Added project member Removed project member |
Project comments | Creation |
Project manager Contacts who are listed as followers in the note |
Project comments | Deletion |
Creator of the comment Project manager Contacts who are listed as followers in the note |
Tasks | Changes to master data | Creator of the task
Current resource |
Tasks | Completion | Creator of the task
Current resource |
Tasks | Change of resource | Creator of the task
Previous resource |
Tasks | Deletion | Creator of the task Creator of the task (even if the task is delegated to another resource) Follower of the task |
Task comments | Creation | Creator of the task
Current resource |
Overdue tasks | Task end date/time exceeded | Current task resource (notification every hour once a task is already overdue) |
Due tasks | Task end date/time is today | Current task resource (notification once a day at 6am) |
Beginning tasks | Start date of the task is today | Current task resource (notification once a day at 6am) |
Milestones and activities | Change of master data | Project manager |
Reports | Creation | Person who generated the report |
Note The person who makes a change is not notified of this change.
How to customize which notifications you want to receive:
In InLoox Web App, click on your profile picture in the bottom left corner.
InLoox saves the change automatically.
Note If you have activated some notifications under Which notifications should we send you? but have set the notification frequency to Never, the notification frequency "Never" has priority and the user will not receive any notifications.
You can deactivate the notifications for people who are listed as contacts in your InLoox account and have for example been assigned tasks, but do not have an InLoox login.
InLoox saves the change automatically.