Each project you create in EP has an Email notification mechanism whereby a group of users selected by you would receive a notification by Email should a notification event (you choose what kind of event the notification system should take into account) occur, such as a new task, issue or request added, edited or completed, a file attached etc.

Notifications are NOT sent for projects with statuses 'Draft' and 'Template'. See Draft status and Template status to learn more.

The Email notification mechanism operates by rules set by you. You can change these at will and use as many of them as you wish.

Notification rules

There are two types of notification rule:

• Common notification rules, and
• Project notification rules

Common notification rule

See Common notification rule.

Viewing the common notification rule:

1. While in Project details section, click More actions | Notifications ().
2. Click the View link for 'Common notification rule'.

Creating a project notification rule

1. While in Project details section, click More actions | Notifications. Initial Notification rules screen is displayed.
   
   
2. Click 'New rule'.
3. As the rule details open on the right-hand side of the rule editor, type a name for the new rule.
4. In the Choose recipients section, select a category of recipients who you wish to receive notifications.
5. Under Extra recipients, click Add user to add an extra recipient.

There are two groups of potential recipients of email notifications:

1) Primary: All members of the project; Assignees only and None of the above (selected by radio button), and

2) Secondary: one who made the change, one who created task, issue, etc., and any one selected from an additional list (accessed through the Also include checkbox control).

6. In the Choose events section, select/unselect events you wish to be included in/excluded from the notification rule.
7. If you want to disable the rule temporarily, use the status selector above the rule details. Select Disabled of the two available options: Enabled/Disabled. (NOTE: The disabled rules are marked with a icon: a circle with a slanted bar across it, whereas the enabled with a check mark.)
8. Click 'X' to exit the editor screen.

Editing/disabling an existing notification rule

1. While in Project details section, click More actions | Notifications.
2. Click the rule you want to edit.
3. Change the rule’s name to one you prefer.
4. In the Choose recipients section, select a category of recipients who you wish to receive notifications.
5. Edit the Extra recipients list as appropriate.
6. In the Choose events section, select events you wish to be included the notification rule.
7. To disable the rule temporarily, use the status selector above the rule details. Select Disabled of the two available options: Enabled/Disabled. (NOTE: The disabled rules are marked with a icon: a circle with a slanted bar across it, whereas the enabled with a check mark.)
8. Click 'X' to exit the screen.

Deleting/disabling a rule

To delete a rule:

1. While in Project details section, click More actions | Notifications.
2. Mouse over the rule you wish to delete
3. Click the dustbin button () as it appears.
4. Click Delete permanently? to confirm deletion. Hit Esc or click elsewhere to cancel.

To disable a rule

4. Choose Disabled on the status selector (see sreenshot above).

Enabling a disabled rule

1. While in the Project details section, click the Notifications button
2. Click the disabled rule (marked with ) and select Enabled in the status selector (see screenshot above).

Making an exclusion list

1. While in Project details section, click on the Notifications button.
2. Under  Never notify these people, click Add user to add to the list users excluded from the project's email notification.
3. To exclude a user added to the list by mistake, click the corresponding 'X'.