When are automated notifications sent?
When are the automated notifications sent from TermSheet?
Things to Consider:
General Notification Notes:
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Automated messages from Intapp Properties are sent from info@termsheet.com
- Notifications are only sent to active users. Deactivated users do not receive task emails.
Task Notification Notes:
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Comment notifications are currently not controlled by the Activity updates preference.
What does not trigger an email
The following actions do not send a notification:
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Editing a task's title, description, priority, or custom fields
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Changing a task's status (other than marking it complete)
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Removing an assignee or follower
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Removing a collaborator from a task list
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Deleting a task or sub-task
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Adding a checklist item or uploading a file to a task
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Updating task dependencies (other than the Next task ready email when a predecessor completes)
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Any changes made to draft or template tasks
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In most cases, you will not be notified about changes you made yourself.
Setting up Notification Preferences:
Daily Scheduled Email Notifications
Sent at 3:00 AM Eastern Time every night
User gets reminders for all assigned Tasks due the following day
User gets reminders for Deal tasks due the following day
- can be either any task on deals the user has access to or only tasks they are assigned to / follow depending on their notification settings
Instant Email Notifications
When the following changes are made to a task, the assigned user + followers get notifications immediately:
- Task Assigned
- Task Completed
- Task Dates Changed
- Subtask Added
Weekly Scheduled Notifications
Sent at 12:00 PM Eastern Time on Monday
User gets reminders for Deal tasks due that week
- can be either any task on deals the user has access to or only tasks they are assigned to / follow depending on their notification settings
Task Notification Preferences
Intapp Properties sends email notifications when key things happen to tasks — assignments, completions, date changes, and more. Notifications are opt-in, so each user controls which emails they receive.
There are two types of preferences:
Activity preferences (control real-time task emails)
| Preference | What it covers |
|---|---|
| Activity updates | The main switch for task emails. Covers task assigned, completed, dates changed, sub-task added, next task ready, follower added, and added to a task list. |
| Mentions only | A lighter option. Only allows "Task assigned" and "Next task ready" emails through. |
Digest preferences (control scheduled summary emails)
| Preference | What it covers |
|---|---|
| Daily notifications | Enables a next-day task reminder and a daily digest of tasks/dates due today through tomorrow. |
| Weekly notifications | Enables a weekly digest of tasks/dates due in the next 7 days. |
Daily and weekly digest filter: Both digests offer an additional filter — All (includes everything you have access to in your account) or Following only (includes only tasks where you are the assignee, a follower, or a member of the associated deal/team).
Email notifications at a glance
| What happened | Who gets notified | Preference required |
|---|---|---|
| Task assigned | The new assignee | Activity updates or Mentions only |
| Task completed | Assignee + followers (except the person who completed it) | Activity updates |
| Task dates changed | Assignee + followers (except the person who made the change) | Activity updates |
| Sub-task added | Parent task assignee + followers (except the person who added it) | Activity updates |
| Next task ready | Assignee of the newly unblocked task | Activity updates or Mentions only |
| Follower added | The newly added follower | Activity updates |
| Added to a task list | The added user | Activity updates |
| Approval requested | The assigned approver | Sent to all active approvers |
| Comment — @mention | The mentioned user | Always sent to active users |
| Comment — on a task I follow | Task followers | Always sent to active users |
| Comment — reply | The author of the original comment | Always sent to active users |
| Next-day task reminder | Users with tasks due tomorrow | Daily notifications |
| Daily digest | Users with items due today or tomorrow | Daily notifications |
| Weekly digest | Users with items due in the next 7 days | Weekly notifications |
How each notification works
Task assigned
You'll receive an email any time a task is assigned to you — whether it's a new assignment or a reassignment. This email is also sent if you assign a task to yourself.
Subject: You have been assigned a new task: [task title]
Task completed
When a task is marked complete, the assignee and all followers are notified — except for the person who completed it.
Subject: The following task has been completed: [task title]
Task dates changed
If a task's start or due date changes, the assignee and followers are notified. If both dates change at the same time, one email covers both updates.
Note: If a task assignment and a date change happen in the same save, only the assignment notification is sent.
Subject: The following task has one or more dates changes: [task title]
Sub-task added
When a sub-task is added to a parent task, the assignee and followers of the parent task are notified.
Subject: The following sub-task [sub-task title] has been added to: [parent task title]
Next task ready
When a task is completed and it has dependent tasks waiting on it, the assignee of each newly unblocked task receives a notification that their work is ready to begin.
Subject: A task that you are assigned to is now ready for your attention: [task title]
Follower added
When you're added as a follower on a task, you'll receive a one-time notification.
Subject: You have been added a follower on the task: [task title]
Added to a task list
When you're added as a collaborator on a task list, you'll receive a welcome notification for that list. This is separate from any individual task assignment emails you may also receive.
Subject: You have been added as a collaborator on following task list: [task list name]
Approval requested
When an approver is notified on an approval, they receive an email invitation to approve or decline. This email is sent regardless of individual notification preferences — all active approvers will receive it when an approval is sent.
Subject: [task title] Approval Request
Comment notifications
Comments on tasks can trigger up to three different emails. You will only ever receive one per comment.
- @mention — If someone mentions you in a comment, you'll receive an email regardless of your notification settings.
- Comment on a task you follow — If a comment is added to a task you follow, you'll be notified (unless you were already notified via @mention).
- Reply to your comment — If someone replies to a comment you wrote, you'll receive a notification.