Sanja Djurdjevic

How to set up Clickup Notifications ClickUp notifications settings are all enabled by default, leading to spam. Each individual user has to manually adjust the notifications settings. There are 3 ways you can get notifications from Clickup - to your Email, Mobile, in the web browser or Clickup app (while using Clickup) You can adjust the notifications for: 1. Comments 2. Tasks 3. Start & Due Dates 4. ClickApps 5. Integrations 6. List Info 7. Chat views 8. Inbox 9. Sharing 10. and Docs We will provide some suggestions on setting your notifications. However, the best notification settings might come down to personal preference. Suggested notification settings: Managers: Email notifications: - All email notifications should be disabled in case you do not check your work email often COMMENTS Assigned comments Disable. Won't be relevant at the learning stage Comments assigned to me Enable. You should be able to see when the workers or other managers need you to resolve a certain issue, provide information, or else. Comments I'm @mentioned in Enable. It provides information that requires attention. Once Clickup and Slack integration is set up, this should be set as Slack notification. New comments Disable. You do not need to track all conversations, only the comments referring to you. Reactions Disable. They won’t be relevant to you. TASKS Notify me when new tasks are created Disable. You do not need to be notified about every single new task, but only the ones assigned to you. Assignee changes Enable. It would allow you to prevent mistakes and track the WIP better. Recurring notifications Disable. Status changes Enable. It would allow you to track the WIP better. Tasks assigned to me Enable. You need to know when there is a new request for you. Dependency: Waiting on Disable. It wont be relevant at the moment. Dependency: Blocking Disable. It wont be relevant at the moment. Dependency: Unblocked Disable. It wont be relevant at the moment. Dependency: Linked Disable. It wont be relevant at the moment. Location changes Disable. It wont be relevant at the moment. Description updated Disable. This can be done through comments and tags. Descriptions I am mentioned in Disable. Not as important. Task name changes Enable. You would need to prevent errors and make sure the correct task is being worked on and being tracked. Merged Disable. Checklist items created Disable. Checklist items assigned to me Enable. You need to know when a certain step in the process requires your input. Checklist item resolved Disable Custom field changes Enable. It should prevent mistakes when assigning tasks. For example, in case someone made a mistake when setting Project type. CLICKAPPS - Disable all INTEGRATIONS - Disable all START & DUE DATES Due Date changes/overdue Enable. Select “All tasks” from the drop down menu. You need to be able to see exactly when a project or a task is intended to begin, or what is the deadline for submitting the work. Before start date: Disable Before Due date: Disable After Overdue Disable Daily due date summary Disable Start date changes Enable. This might reflect potential delays or urgency. Priority changes Enable. Tags added Disable Tag removed Disable Time estimate added/changed Disable. LIST INFO - same settings as above Comments I'm @mentioned in Enable Descriptions I'm @mentioned in Disable New comments Disable Reactions Disable Assignee changes Enable Lists assigned to me Enable Attachment changes Enable Priority changed Enable CHAT VIEWS - Disable all, wont be used at the moment INBOX Reminders Enable, in case you want to use reminders. SHARING Task shared Enable List shared Enable Folder shared Enable DOCS - Disable. Won’t be used at the moment Workers: Email notifications: - Should be disabled in case you do not check your work email often COMMENTS Assigned comments Disable. Won't be relevant at the learning stage. Comments assigned to me Enable. You need to know when it is required from you to provide information or updates. Comments I'm @mentioned in Enable. It provides information that a task or a project needs your attention. New comments Disable. You do not need to track all new comments, but only the ones referring to you. Reactions Disable. TASKS Notify me when new tasks are created Disable. You do not need to track all new tasks, only the ones assigned to you. Assignee changes Enable. You need to know when you become assigned to a specific task, or when the assignment has been delegated to someone else. Recurring notifications Disable. Status changes Disable. This information will not be relevant to you. Tasks assigned to me Enable. You need to know what tasks to work on. Dependency: Waiting on Disable. Dependency: Blocking Disable. Dependency: Unblocked Disable. Dependency: Linked Disable. Location changes Disable. Description updated Disable. This can be done through comments and tags. Descriptions I am mentioned in Disable. Task name changes Enable. In case you get this notification, check with your supervisor why the task name has been changed and make sure it was not done by mistake. Merged Disable. Checklist items created Disable. Checklist items assigned to me Enable. You need to know when a certain step in the process requires your input. Checklist item resolved Disable. Custom field changes Enable. You need to know if the supervisor changes any information that might have an impact on your deliverable. CLICKAPPS - Disable all INTEGRATIONS - Disable all START & DUE DATES Due Date changes/overdue Enable. Select “MY tasks” from the drop down menu. Before start date: Disable. Before Due date: Disable. After Overdue Disable. Daily due date summary Disable. Start date changes Enable. This might reflect potential delays or urgency. Priority changes Enable. Tags added Disable. Tag removed Disable. Time estimate added/changed Disable. LIST INFO - same settings as above Comments I'm @mentioned in Disable Descriptions I'm @mentioned in Disable New comments Disable Reactions Disable Assignee changes Enable. You need to know when you are no longer assigned to a specific task. Lists assigned to me Enable. Attachment changes Enable. Priority changed Enable. CHAT VIEWS - Disable all, wont be used at the moment INBOX Reminders Enable, in case you want to use reminders. SHARING Task shared Enable List shared Enable Folder shared Enable DOCS - Disable. Won’t be used at the moment