Notification Settings
Control email digests, push notifications, and smart notification preferences across all modules.
Notification Settings
Customize how and when Workestra notifies you about activity in your workspace.
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Email Digest Settings
Email digests summarize workspace activity and are sent to your registered email address.
Digest Frequency
Choose how often you receive email summaries:
| Option | Description | Best For |
|---|---|---|
| Real-time | Immediate emails for important events | Managers who need instant updates |
| Daily | One summary email per day | Most users — good balance |
| Weekly | One summary email per week | Executives, light users |
| Never | No digest emails | Users who only use in-app notifications |
Setting Your Frequency
- Navigate to Settings > Notifications
- Find Email Digest Frequency
- Select your preferred option
- Changes apply immediately
Even with digests disabled, you'll still receive critical security emails (password changes, new device logins) and direct mentions.
Push Notification Toggles
Control which events trigger browser push notifications.
Available Push Notifications
| Notification | Trigger | Default |
|---|---|---|
| Assignments | Something assigned to you | On |
| Mentions | Someone @mentions you | On |
| Status Changes | Item you're watching changes status | Off |
| Comments | New comment on item you're watching | Off |
| Due Dates | Task or deadline approaching | On |
Enabling Browser Notifications
For push notifications to work:
- Go to Settings > Notifications
- Toggle on desired notification types
- Your browser will request permission — click Allow
- Ensure notifications aren't blocked in your browser settings
On macOS, you may also need to enable notifications for your browser in System Settings > Notifications.
Smart Notification Preferences
Workestra's AI can prioritize notifications based on importance.
Smart Prioritization
When enabled, Workestra:
- Batches low-priority notifications
- Highlights urgent items
- Learns from your interaction patterns
- Reduces notification fatigue
Configuring Smart Mode
- Go to Settings > Notifications
- Toggle Smart Notification Prioritization
- Adjust sensitivity:
- High — Only most important notifications
- Medium — Balanced filtering
- Low — Minimal filtering
Per-Module Notification Controls
Fine-tune notifications for each module:
CRM Notifications
| Event | Can Notify |
|---|---|
| Deal assigned | Yes |
| Deal stage change | Yes |
| Contact created | Configurable |
| Activity reminder | Yes |
Recruiting Notifications
| Event | Can Notify |
|---|---|
| Candidate applied | Yes |
| Interview scheduled | Yes |
| Reference completed | Yes |
| AI screening complete | Configurable |
Projects Notifications
| Event | Can Notify |
|---|---|
| Task assigned | Yes |
| Task due soon | Yes |
| Comment on task | Yes |
| Cycle started/ended | Configurable |
Support Notifications
| Event | Can Notify |
|---|---|
| Ticket assigned | Yes |
| SLA breach warning | Yes |
| Customer reply | Yes |
| Ticket escalated | Yes |
Finance Notifications
| Event | Can Notify |
|---|---|
| Invoice paid | Yes |
| Invoice overdue | Yes |
| Expense approved | Yes |
| Quote accepted | Yes |
Notification Delivery
In-App Notifications
All notifications appear in your Inbox:
- Red badge shows unread count
- Real-time updates via WebSocket
- Click to navigate to the relevant record
Email Notifications
Sent based on your digest frequency and event importance:
| Event Type | Real-time Email | Digest |
|---|---|---|
| Direct mention | Yes | Summary |
| Assignment | Yes | Summary |
| Security alert | Yes (always) | — |
| Status change | Configurable | Summary |
Mobile Push
If you use Workestra on mobile:
- Notifications mirror your push settings
- Tap to open the relevant page
- Swipe to dismiss or act
Do Not Disturb
Temporarily pause non-urgent notifications:
- Go to Settings > Notifications
- Enable Do Not Disturb
- Set duration:
- 1 hour
- Until tomorrow
- Until turned off
Do Not Disturb doesn't block security alerts or direct mentions. Only lower-priority notifications are paused.
Troubleshooting
Not Receiving Email Notifications
- Check spam/junk folders
- Verify your email address is correct in Profile settings
- Ensure digest frequency isn't set to "Never"
- Add
notifications@workestra.appto your contacts
Not Receiving Push Notifications
- Check browser notification permissions
- Ensure push toggles are enabled in settings
- Try disabling and re-enabling browser notifications
- Check if Do Not Disturb is active
Too Many Notifications
- Reduce digest frequency
- Disable less important push toggles
- Enable Smart Notification Prioritization
- Unwatch items you don't need updates on
Next Steps
- Inbox — Your unified notification center
- Profile Settings — Update your contact information