Manage Email Notifications
Manage Email Notifications
How do I customize my email notifications in CxPlanner?
CxPlanner allows you to control which email notifications you receive, helping you stay informed without overwhelming your inbox.
When and why to use this
Use this feature to tailor your email updates based on how actively you're involved in projects and tasks.
- Notifications are only sent for updates on tasks you are following
- You follow a task if:
- You are or were assigned as responsible
- You are tagged in a comment
- You wrote a comment or uploaded a photo
- You can opt in or out of any email notification types
- You can reduce inbox clutter by receiving one combined email for multiple projects
Steps to manage your email notifications:
- Click on your profile icon in the top-right corner.
- Select Email notifications.
- Check or uncheck the notification types you want to enable or disable.
- Changes are saved automatically and applied immediately.
Behavior and results
Notification behavior is designed to be both relevant and efficient.
Behavior | Description |
|---|---|
Notifications triggered by activity | Only sent when you're involved in the task (assigned, commented, tagged) |
One email per notification event | Emails combine updates across all your accessible projects |
Opt-out available | You can disable specific notification types in your profile |
For example, if you're part of 50 projects and a relevant task is updated, you’ll receive a single email summarizing updates across all projects—not 50 separate emails.
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Getting too many emails | All notifications enabled | Disable unwanted notifications |
Not receiving any notifications | All options are unchecked | Enable the relevant notification types |
Email missing project info | Notification was limited to active projects | Confirm you still have access |
Quick facts
- Location: Profile icon → Email notifications
- Affects: Inbox activity, task engagement awareness, project updates
Updated on: 07/25/2025
Thank you!