Set up alerts & reminders for your Workspace members

Learn how to set up alerts and reminders to help track project progress and ensure time logging accuracy.

Only Admins can create project alerts. Project managers will receive alerts if they are set to receive notifications for their projects. Team managers will receive alerts for their team’s progress and can be notified if team members exceed or miss their time tracking targets.

Configurar alertas de projeto #

Project alerts notify you when a project reaches a certain percentage of its estimated time or expenses. You can set these alerts to monitor project progress and prevent overages.

To set up project alerts:

1. Open the Workspace Settings menu
2. Switch to the Alerts tab
3. Choose if you want alerts for Projects or Tasks, and specify the percentage of the estimated time at which the alert should trigger
4. Select who should receive the alerts:
   • All Admins
   • All Project managers (for their projects)
   • Project Members (for project alerts)
   • Task Assignees (for task alerts)

Click Add to save the alert.

Observação adicional: #

• Alerts are sent when the set percentage is reached
• If someone edits their time and the percentage drops below the threshold, the alert will trigger again when it reaches the set percentage
• Alerts apply to all projects with estimates and cannot be set for individual projects
• If you exclude non-billable time from project estimates, it won’t count toward the time alert
• Alerts are generated at the 30-minute mark of each hour
• Only users with verified emails will receive alerts

Remover alertas #

To delete an alert:

1. Click the X next to it
2. Selecionar Excluir

Set up time tracking targets & reminders #

You can set time tracking targets for your team (daily, weekly, or monthly) and automatically remind them to log their hours via email if they miss their targets or log too many hours.

Based on their configuration, reminders can be divided in three different ways:

• Daily reminder: Sent the next day if targets aren’t met
• Weekly reminder: Sent on the first day of the next week
• Monthly reminder: Sent on the first day of the next month

To set up Timesheet reminders:

1. Go to Team > Reminders tab
2. Set a target number of hours for your team members (daily, weekly, or monthly)
3. Choose when reminders should be sent based on whether the team member logs more or less than the target hours
4. Click Add to save the reminder

Important notes:

• Team members will not receive reminders if they are on time off or a holiday
• You can set multiple reminders for each user (e.g. 7 hours per day, 40 hours per week, 150 hours per month)

Email notifications for Managers & Admins #

Managers and admins can receive daily, weekly, or monthly emails about team members who missed their time targets or logged more than the target.

How to receive email notifications:

1. When creating a reminder, click on the Them option
2. Select who should receive the email notifications:
   • Administradores: All admins will receive emails
   • Os gerentes de equipe: Only for their own team members

Admins and managers will receive email summaries according to their personal Day Start and Timezone settings. The email will list everyone who has either missed or exceeded their target hours.

Edit or remove reminders #

You can easily update existing reminders if you need to change the target hours or adjust the recipients.

To edit reminders:

1. Go to the Reminders tab
2. Click on the highlighted section (e.g. users, hours, etc.) to make adjustments

To remove a reminder: 

Click the X next to the reminder you want to delete.

Perguntas frequentes #

Can I set alerts for specific projects? #

No, alerts apply to all projects that have time estimates. You cannot set alerts for individual projects.

Can I receive an alert for both time estimates and expenses? #

Yes, you can set alerts for both time and expenses, as long as the project has estimates for these.

What happens if someone edits their time after an alert is sent? #

If time is edited and the percentage drops below the set threshold, an alert will be triggered again once it exceeds the threshold.

Can reminders be set for more than one user at once? #

Yes, you can allocate users to user groups and apply reminders to the whole group at once.

Can I set reminders for different hours targets (e.g. 7h/day, 40h/week)? #

Yes, you can set multiple reminders for different targets (daily, weekly, monthly).