Notifications remind you of activities you have scheduled or that team members have assigned to you in Crelate. This article explains when they appear and how to turn each kind on or off.

Am I alerted when a task is assigned to me?

Yes. When someone assigns something to you, you receive a pop-up notification in Crelate, as long as Enable Notifications is turned on. To also receive an email when an activity is assigned to you, turn on Activity assigned to you under Email Notifications.

When do notifications occur?

You receive a pop-up notification when something comes due, or when someone assigns something to you. To see past notifications, select the bell in the top left of Crelate.

Notifications differ from My Open Tasks. Open tasks are events you have scheduled as reminders for yourself.

Assign a task to notify team members

Type a colleague’s name in the Assign To field, or select the magnifying glass. You can assign a task or activity to more than one user.

To make sure the person receives the notification, set the assigned task or activity in the future. This can be as little as 30 minutes from now. Do not leave it set to Now, or no notification occurs.

The person you assign it to must also have notifications turned on in their own settings. Enable Notifications controls the in-app pop-up, and Activity assigned to you under Email Notifications controls the email. If either is off for that person, they do not receive that kind of notification.

Completing or updating an assigned task does not notify the person who created it. If the creator is also assigned, the task is removed from their To-Do’s.

Open your notification settings

These settings apply to your own account.

Open the navigation menu, and select Your Profile & Preferences.
Under Personal Settings, select Notifications.

Reminders

Enable Reminders: Crelate alerts you when you have an upcoming appointment. Turn this Off if you prefer not to see these reminders.
Appointment reminders: Choose how long before an appointment you are reminded: 15 min, 30 min, or 60 min.

In-App Notifications

Enable Notifications: Turning this Off stops events in Crelate from sending a pop-up notification. Notifications you receive while it is off do not reappear when you turn it back on.
Remove Dismissed Notifications: By default, dismissing a notification greys it out. Turn this On to remove the notification completely.
@ Mention Notifications: Notifies you in Crelate when someone else mentions you in the notes of an activity. To mention someone in an activity, type @ followed by the user’s name.

Other Notifications

Client Portal Feedback: Shows an alert in Crelate whenever feedback is given on a candidate who is on a client portal. Enable Notifications under In App Notifications must be turned on for this alert to appear. There is also a separate Client Portal Feedback setting under Email Notifications.
Form Request Completed: Notifies you in Crelate when a form request that you sent has been completed.
Journaled Email Response: Notifies you in Crelate any time someone replies to a journaled email conversation.

Email Notifications

Activity assigned to you: Emails you when another user assigns an activity to you.
Emailed Resume Confirmations: When you forward a resume into Crelate, Crelate emails you to say whether the resume was imported successfully or could not be imported. Choose Errors Only to be emailed only when there is an error. Choose Successes Too to receive all confirmation emails.
Client Portal Feedback: Emails you whenever feedback is given on a candidate who is on a client portal. This is separate from the in-app Client Portal Feedback setting, so you can turn each on or off on its own.
Rejected Timekeeping Item: Emails you when one of your own timekeeping items is rejected.
Late Time Card: Emails you when your own time card is late.
Time Card Due Soon: Emails you when your own time card is due soon.

Emails From Crelate

Weekly Activity Report: Sends you a weekly email report with the activity you completed this week and your tasks for the week ahead.
Crelate News: Sends you occasional emails about new Crelate features and service updates.

Snooze or dismiss a reminder

In the Upcoming Reminders section of the notification center, you can Snooze or Dismiss a notification.

Key takeaway

When something comes due or is assigned to you, Crelate shows a pop-up notification. To receive an email when an activity is assigned to you, turn on Activity assigned to you under Email Notifications in Your Profile & Preferences, Notifications. You can also choose appointment reminder times and which other notifications and emails you receive.