CAFLOU sends notifications about changes to objects or comments in objects (either by e-mail or by notification in the application) automatically based on the rules described below, and it is possible to adjust the default settings in the Notification settings section.
- Usually the object creator is notified (e.g. if you create a company, timsheet or invoice, etc.), a user with a role on the object is notified (e.g. project manager on a project, assigned person for a task or company, etc.), in some cases there are exceptions that we describe below (e.g. notification of a new timesheet in the project will be sent to the project manager).
- Notifications can be adjusted manually at the individual object level. You can manually start "following" an object (and thus receive notifications of changes or comments) that you are not following automatically, or stop "following" an object that you are following automatically, by clicking on the eye icon in any object.
- The author of the action (e.g. the creator of the company, task, author of the comment, etc.) is not notified about his actions = you do not receive notifications if you perform the action.
Optionally, you can choose which objects do not receive notifications at all or, for example, you do not need to receive notifications for comments if you are not mentioned in them:
💡 In addition to standard notifications, you can set up (above-standard) automatic notifications via automatic processes, see How to create an automatic process / workflow.
Who automatically receives notifications
Companies (new company, changes in the company)
- Creator of the company
- Assiged person
- Contributors
- User who willingly follows the company (user who manually selected the option to follow the object)
Projects (new project, changes in the project)
- Project manager
- Contributor
- User who willingly follows the project
- Assigned person at the parent project company and contributors
- A user who follows the parent project company
Tasks (new task, task changes)
- Creator of the task (if set as Author)
- Assigned person
- Contributor
- User who willingly follows the task
- Followers of the parent project (e.g. project manager) or parent company (e.g. assigned person, contributors) are not notified
Documents (new document, change of document)
- Creator of the document
- Assigned person at the parent company
- Document associated with the task and project - assigned person of the task, project manager, assigned person at the parent company
- Document associated with the project without a task - project manager, assigned person at the parent company
- Document not included in the project or task or if there are no followers from the project and task, the assigned person of the parent company of the document is notified
- User who willingly follows the document
Income and expenses (new, changes)
- Creator of the income/expense
- Followers of the parent project and task (e.g. project manager, assigned person), if there is none of these followers for the parent project and task, then followers from the parent company (e.g. assigned person) are notified
- User who willingly follows the income/expense
Timesheets (new timesheet, timesheet changes)
- Creator of the timesheet
- Timesheet created in the task and project - assigned person of the task, project manager
- Timesheet created in the project without a task - project manager
- Timesheet not included in the project or task or if there are no followers from the project and task, the assigned person of the parent company of the timesheet is notified
- User who willingly follows the timesheet
Events (new event, event change)
- Organizer (creator of the event)
- Participants
- User who willingly follows the event
Files (new file, file changes)
- Creator of the file
- Followers from the parent task if a file is inserted into the task
- Followers from a parent project if the file is inserted directly into the project (for a project without a task) or for a file inserted into a project task there is no other follower for the task
- User who willingly follows the file
Products (new product, product change)
- No one is automatically notified
- User who willingly follows the product