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Project management

SCOPED GUIDE

Choose notifications and follow work

Use in-app notifications, choose activity email, follow records that matter to you, and set a timezone for deadline reminders.

Scoped Cloud and Connect

Your in-app notifications

Open Notifications for assignments, discussions and status changes across your workspace, including client follow-ups. Inbox remains issue triage. In Settings → Notifications, choose In app to change its independent categories; supported categories start on.

Use All or Unread, mark individual notices read or unread, or choose Mark all read. Opening a notice marks it read and takes you to the exact comment or report, including older reports. Removed content shows a marker. A failed change keeps its previous state and offers a retry.

In-app notices do not require email delivery. Preferences affect future activity; existing history remains, and turning a category back on does not replay old work. Client follow-up reminders are included. Project deadline reminders arrive by email (see Deadline reminders and timezone), and device push notifications aren’t available yet.

Mention a workspace member

Type @ in an issue comment, reply, or project or initiative status update, then choose a workspace member. Use the arrow keys and Enter to select, or Escape to close suggestions. Plain @Name text does not notify anyone.

New posts can notify the chosen members when their mentions and discussions category is enabled. Edits, removal and restoration send no new notices. Failed saves keep your draft. Editing inside an inserted name turns it into ordinary text; copying its visible text does not carry a hidden recipient.

Availability and preferences

  1. Open Settings → Notifications in Scoped Cloud.
  2. Turn on email and the categories you want: assignments, status changes, comments and replies, or reminders and deadlines.
  3. Newly introduced categories start off. Review each choice; existing billing and reminder choices are preserved.

Billing and account-security messages are separate from activity email. Preferences apply to you, rather than everyone in the workspace.

Follow or unfollow work

  1. Open an issue, project, initiative, deal, or client follow-up you want to track.
  2. Choose Follow. Choose Unfollow when you no longer want updates just because you follow it.
  3. The control reads Unfollow while you are following the record, and Follow when you are not.

Creating a record or joining its discussion can follow it for you from then on. An explicit Unfollow stays in effect. You can still receive enabled assignments, mentions, or updates for work you are responsible for; unfollowing does not remove that responsibility. Following does not grant access to another workspace.

Who receives an update

  • Assignments go to the new assignee, lead, or owner.
  • Status, project health, deal stage, and milestone completion updates go to the responsible person and followers. Milestones use the project’s audience.
  • Issue comments and replies, and project or initiative updates, go to the responsible person and followers. Selected mentions in client follow-ups, issue comments and status posts go to the mentioned workspace member.

Each category must be enabled. Overlapping reasons produce one notice per channel for the same event and person. Ordinary field edits, unchanged saves, comment edits, and archiving or restoring do not send activity email.

Replies and agent activity

Use Reply below an issue comment to keep a response with its parent. Replies have one level; reply to the original comment rather than nesting another thread.

Your own direct actions do not send you activity email. A connected agent’s authorized action can notify you, with the authorizing person and agent context retained. Old discussions are not replayed when you start following or turn on a category.

Deadline reminders and timezone

  1. Save your notification timezone in Settings → Notifications.
  2. Enable reminders and deadlines, then check the date and responsible person on the record.
  3. Follow the record if you also want its eligible reminders.

Date-only deadlines use 9 AM in your saved timezone on the day before and the due day. Without a saved timezone, these reminders wait. Client follow-ups use their exact scheduled time. Completed, canceled, archived, or obsolete reminders are skipped; changing a date or timezone reschedules unsent reminders.

If a message does not arrive

Check that the category is available and enabled, your email is verified, you still belong to the workspace, and you follow or are responsible for the record. For deadlines, check the saved timezone and date. Check spam as well.

A saved preference or a success toast does not confirm email delivery. If a message still seems missing, contact support with the category and approximate time. Do not include email credentials or workspace exports.