Notification settings are managed centrally by Admins. This ensures that workspace notification preferences are managed centrally, keeping everyone aligned and informed according to their roles and responsibilities.
In general, there are 4 notification areas + threshold option:
Task Notifications: Choose to be notified about new tasks assigned to you, comments, tags, attachments, changes in priority, deadlines approaching, or any deadline amendments.
Project Notifications: Set alerts for exceeding budgets, time tracking overages on tasks, and nearing billing days.
Budget Notifications: Be notified about budget creation, internal approval or client approval on Quotes.
Finance Notifications: Be informed about requests requiring approval and receive summaries.
Thresholds: For critical alerts like budget exceedances, you can define thresholds. Once a project reaches this predefined budget limit, a notification will be sent.
How to access notifications:
Click on your profile icon (top right corner) - only for admins
Go to Settings → Notifications
For each type of notification, you can set your preferences:
In-app Notifications: These alerts will show up within your Allfred workspace.
Email Notifications: Get updates directly to your inbox.
Both: Choose this option to receive notifications both in-app and via email.
Turned Off: If you prefer not to be notified for certain actions, select this option.
How can I turn off/mute my notifications?
Regular users cannot manage the notification logic or decide who gets notified.
However, they can mute email alerts if they don’t want to receive notifications by email.
To mute email notifications:
Click on your profile icon → Notification preferences
Uncheck the Email option for any notification type you wish to mute
💡 Tip:
If users want to block or filter certain emails, we recommend setting up custom email rules (in Gmail, Outlook, etc.) to sort or silence notifications based on subject lines.
📝 Task-related Notifications
Notification | Description | Who will be notified |
Task assigned to user | Notification when a task is assigned to a user. | All assignees who were added to the task |
New task comment – Task creator notification | Notification when a new comment is added to a task. | Task creator |
New task comment – Task assignees notification | Notification when a new comment is added to a task. | All assignees of the respective task |
New task comment – Project manager notification | Notification when a new comment is added to a task. | All project managers of the respective project |
New mention in task comment | Notification when someone is mentioned in a task comment. | All mentioned users |
New mention in task description | Notification when someone is mentioned in the task description. | All mentioned users |
Task priority changed - Task Creator | Notification when a task priority is updated. | Task creator |
Task Priority Changed – Task Assignee | Notification when a task priority is updated. | Task assignee |
Task Priority Changed – Project owner | Notification when a task priority is updated. | Project owner |
Task status changed – Task creator notification | Notification when a task status is changed. | Task creator |
Task status changed – Task assignees notification | Notification when a task status is changed. | All assignees of the respective task |
Task status changed – Project manager notification | Notification when a task status is changed. | All project managers of the respective project |
New task attachment - Task Creator | Notification when a new attachment is added to a task. | Task creator |
Task Attachment Added – Task Assignee | Notification when a new attachment is added to a task. | Task assignee |
Task Attachment Added – Project owner | Notification when a new attachment is added to a task. | Project owner |
Task deadline approaching | Notification when a task deadline is approaching and falls below a set threshold of hours. | Task assignees, task creator and all project managers of the project |
Task time spent over threshold | Notification when tracked time exceeds the set threshold for the task. | All project managers of the respective project |
📁 Project-related Notifications
Notification | Description | Who will be notified |
Work spent in budget item exceeded threshold (First alert) | Notification when the work spent on a budget item exceeds a set threshold percentage. | Project manager of the given project |
Work spent in budget item exceeded threshold (Second alert) | Notification when the work spent on a budget item exceeds a set threshold percentage. | Project manager of the given project |
Work spent in zero budget project exceeded threshold | Notification when tracked work exceeds a threshold in a project with no set budget. | Project managers of the project, teamleader |
Expenses in budget item exceeded assigned budget | Notification when recorded expenses exceed the assigned budget in a specific budget item. | The Admin can choose which roles will receive this notification. Available roles include: |
Expenses in budget item exceeded threshold (Second alert) | Notification when recorded expenses in a budget item exceed the set threshold. | The Admin can choose which roles will receive this notification. Available roles include: |
Not budgeted expenses exceeded threshold (First alert) | Notification when unbudgeted expenses in a project exceed the threshold. | The Admin can choose which roles will receive this notification. Available roles include: |
Not budgeted expenses exceeded threshold (Second alert) | Notification when unbudgeted expenses in a project exceed the threshold. | The Admin can choose which roles will receive this notification. Available roles include: |
Project budget exceeded (first alert) | Notification when total project budget exceeds the first threshold. | The Admin can choose which roles will receive this notification. Available roles include: |
Project budget exceeded (second alert) | Notification when total project budget exceeds the second threshold. | The Admin can choose which roles will receive this notification. Available roles include: |
Budget item time spent over threshold | Notification when time tracked on a budget item exceeds its threshold. | Project managers of the project |
Work spent in unapproved project exceeded threshold | Notification when work exceeds a threshold in a project that has no approved budget. | The Admin can choose which roles will receive this notification. Available roles include: |
Project can be marked finished | Notification that a project meets the criteria to be marked as finished (e.g., fully invoiced or 100% progress). | Project managers |
Project created from Pipedrive | Notification that a new project was created via Pipedrive integration. | The Admin can choose which roles will receive this notification. Available roles include: |
💰 Budget & Quote Notifications
Notification | Description | Who will be notified |
Budget created | Notification when a new budget has been created. | The Admin can choose which roles will receive this notification. Available roles include: |
Quote approved/rejected by client | Notification that a client has either approved or rejected a quote. | The Admin can choose which roles will receive this notification. Available roles include: |
Budget is internally approved | A budget has been approved internally. | The Admin can choose which roles will receive this notification. Available roles include: |
🏦 Finance Notifications
Notification | Description | Who will be notified |
Upcoming billing date | Notification sent a set number of days before a project’s billing date to prompt invoice creation. | The Admin can choose which roles will receive this notification. Available roles include: |
Expense item approval requested | Notification that an expense item is waiting for approval. | The Admin can choose which roles will receive this notification. Available roles include: |
Expenses ready for approval – daily summary | Daily summary about expense items that are ready for final approval. | Finance roles (configurable) |
Expense ready for approval | Notification that an expense is ready for approval. | The Admin can choose which roles will receive this notification. Available roles include: |
Invoices ready for approval | Daily summary about invoices awaiting approval for creation. | Finance roles (configurable) |