Features Below Available To: ✅ Grow Plan ✅ Track Plan ✅ Free Plan
Monograph will send different email notifications depending on the options selected in your Employee Profile or options that your firm has included in the overall Settings.
Continue reading to learn more about each type of notification.
⭐️ Monograph users with a paid subscription should refer to this article for managing notifications.
Project Notifications
💡 When you accept a project invitation from a firm, all future projects they invite you to will be automatically accepted. Your team will receive in-app notifications as these projects are added.
🔲 Invoices and bill alerts
Notifications for invoice and bill alerts are sent for the following changes:
Bills received and awaiting review
Invoices accepted /rejected
Comments on invoices and bills
Online payment made for an invoice
Payment deposited to your account
Reminders to submit an invoice for the project
Email example
Email example
🔲 Project updates
Notifications for project updates are sent for the following changes:
Project status updates
Phase status updates
Phase timeline adjustments
Milestone date changes
Consultant accepts or declines an invite
If the adjustment was made by the inviting firm, only the firm's name will be shown in the notification. If the adjustment was made within your company, the name of the team member who made the change will be included in the notification.
Email examples
Email examples
Phase status change
Project status change
Phase timeline adjusted
Milestone date changed
Task deleted
🔲 Activity on deliverables assigned to you
Notifications for activity on deliverables assigned to you are sent for the following changes:
Deliverables assigned to you
Deliverables due soon
Deliverables overdue
Deliverables due today
Deliverable due date changed
Deliverable marked as complete
All comments
Email example
Email example
🔲 Activity on all deliverables
Notifications for activity on all deliverables are sent for the following changes for projects you are following:
Any deliverable marked as complete
Any deliverable deleted
Any deliverable where the due date is changed
Comments on all deliverables
Projects You're Following
Control the projects that you receive notifications for by following and unfollowing projects. When a collaborating consultant is invited to a project, any team members who are a part of the company will automatically follow the project once the invitation is accepted.
To see which projects you're following, click on the Show projects you are following toggle. Here, you can click Unfollow next to any projects that you no longer wish to receive notifications about.
If you would like to follow that project again later on, you can do so by navigating to the project's Overview page, clicking on More in the upper right corner, and then clicking Follow project. The project can be unfollowed directly from here as well.
