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Email Notification Preferences

Customize notifications related to tasks and collaborative work

Written by Ann Tindog

Casefleet sends five types of notifications to improve communication between teams and keep individual users up-to-date on important deadlines.

The first four notification types are particularly useful when working within a team:

  1. When a team member assigns you a task;

  2. When a team member has started or completed a task you assigned;

  3. When a team member adds an internal comment to a fact on a case you are assigned; and

  4. When a team member mentions you in a comment.

The fifth notification, a weekly Monday morning email containing a digest of all tasks due that week, is useful whether working in Casefleet individually or collaborating with a team.

All notifications may be switched on or off from your User Profile.

If your team includes privileged information in fact comments, tasks, etc., an account administrator can choose to redact notification emails in Account Settings > Email.
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You can also manage these five notification types directly from the emails themselves. Each one includes an “Email preferences” link in the footer (the weekly digest's says “Unsubscribe from weekly digest notifications”), so you can opt out of that type without visiting your User Profile. Task comment emails and task reminders don't have this link; to stop a task's comment emails, unfollow the task.

For example, if you no longer wish to receive task assignment or activity updates, you can simply click the “Email preferences” link at the bottom of the email and adjust your preferences instantly.

This provides a convenient way to stay in control of your notifications while working in Casefleet.
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