Managing notifications from a case system

Updated 3 months ago by Arjun

You can customize the way you receive notifications from your case systems. Notifications appear as both in-app messages and emails, based on how you have configured notifications for your account.

By default, you will be notified about all updates from your case system.

To change the notification settings for a case system, click the More options button() > Notifications on the case system page.

Users with the role Member or Initiator can click the Notifications icon on the case system page to set notification preferences.

Select from one of the following options and then click Save:

  • Everything - You will receive all notifications from the case system.
  • Action items - You will receive notifications only if something requires your action.
  • Nothing - You will not receive any notifications.

Your preference only applies to certain events in a case system. Here's a summary of these events, applicability of notifications, and who receive them.

Event

Everything

Action items

Who will receive the notification?

When a case is assigned

Yes

Yes

Assignee

When the status of a case is changed

Yes

No

User who created the case, Assignee

When a case is nearing its deadline

Yes

Yes

User who created the case, Assignee

When a case has breached its deadline

Yes

Yes

User who created the case, Assignee

When a note is added to a case

Yes

Yes

User who created the case, Assignee

When someone is mentioned in a note

Yes

Yes

User mentioned in the note

When a case is deleted

Yes

Yes

User who created the case, Assignee


How did we do?