The Notifications tab controls daily email reminders that keep everyone on track with their work. Notifications summarize upcoming activities and highlight overdue items so nothing slips through the cracks.
Daily Summary for Plan Owner
When enabled, the plan owner receives a daily summary email that includes:
Today’s Activities – all tasks and meetings scheduled for the day.
Overdue Activities – any unfinished work from past days.
Each email contains a link that opens the Plan directly for easy follow-up.
Default delivery time is 6:00 AM in the Plan’s time zone.
Daily To-Do List for Each Person
When enabled, each person with an email address entered in their resource details receives their own personalized daily to-do list.
The email includes only the tasks that person is assigned to.
Overdue items are also shown so individuals know what requires follow-up.
This option ensures everyone knows exactly what they need to work on each day.
Time Zone and Delivery Time
You can control when emails are delivered:
Time zone – defines the schedule for email delivery (default is the Plan’s time zone).
Delivery time – set the exact time of day emails are sent (default is 6:00 AM).
Sharing Plan with Others
When you share a Plan, you can choose whether collaborators also receive summary emails.
This is controlled in the Share Plan dialog.
By default, shared users do not receive emails unless enabled manually.
👉 Daily notifications are a lightweight way to ensure nothing is missed, without needing to log into the app every morning.