Help Center / Settings and administration /
Notification settings
Each team member controls their own notification preferences from Settings → Notifications. Preferences are per-person — changing yours doesn't affect anyone else on the team. Four delivery channels are available: browser, desktop app, mobile, and email notifications.
Delivery channels
Four global toggles sit at the top of the notification settings page:
- Browser notifications — receive notifications in your browser when you are online.
- Desktop app notifications — native notifications from the Plutio desktop app.
- Mobile app notifications — push notifications on your mobile device.
- Email notifications — enables or disables all notification emails. When enabled, a dropdown lets you choose always, even when online or only when offline (not active in the workspace).
These global toggles override per-event settings. If email notifications are off globally, no individual event type sends emails regardless of its own toggle.
Email digest
Below the delivery toggles is the daily digest section. The digest is a summary of your overdue and upcoming tasks, conversations and more, delivered to your email. One control is available:
- Send daily at — the hour of day the digest email is sent.
Reminders
The reminders section covers task and calendar event reminders:
- Event and task reminders — tasks with a specific time are reminded at that time. The time setting below applies to tasks with a date only (no specific time set).
- Send daily at — for tasks with a due date but no specific time, this sets the hour of day reminders fire.
Tasks
The Tasks section has these toggles:
- New comment — fires when someone comments on a task you follow.
- Assigned to me — fires when someone assigns a task to you.
- Task completed — fires when a task you follow is completed.
- Mentioned in description — fires when someone @mentions you in a task description.
- Mentioned in comment — fires when someone @mentions you in a task comment.
- Created by email — fires when a task is created via email in your task group.
Projects
The Projects section has these toggles:
- Added to project — fires when you're added as a project contributor.
- Project status changed — fires when a project you contribute to changes status.
- Added to conversation — fires when you're added to a conversation.
- Conversation reply — fires when someone replies to a conversation you follow.
- File uploaded — fires when files are uploaded to a project you contribute to.
Inbox
The Inbox section has these toggles:
- New direct message — fires when you receive a direct message.
- New email — fires when a new email arrives in your inbox.
- Inbox shared with me — fires when an inbox is shared with you.
Invoices
The Invoices section is only visible to non-client roles with invoice creation permissions. Toggles:
- Invoice viewed — fires when a client opens an invoice you sent. In-app and push only (no email for this event).
- Invoice paid — fires when a client pays an invoice. Sends across all channels including a forced email regardless of the offline/always setting.
Proposals
The Proposals section is only visible to non-client roles with proposal creation permissions. Toggles:
- Proposal viewed — fires when a client opens a proposal. In-app and push only (no email).
- Proposal signed — fires when a client accepts and signs a proposal, or when a client declines. Sends across all channels including email. A signed PDF copy is also emailed to the signer automatically.
Contracts
The Contracts section is only visible to non-client roles with contract creation permissions. Toggles:
- Contract viewed — fires when a client opens a contract. In-app and push only (no email).
- Contract signed — fires when a signee signs. Sends across all channels including email. A signed PDF copy is also emailed to the signer.
Forms
The Forms section is only visible to non-client roles with form creation permissions. One toggle is available:
- Form viewed — fires when someone opens a public form. In-app and push only (no email).
Form submission notifications are configured per form in the form's own settings, not on this page. When a response comes in, email and push delivery depend on the form-level notification configuration.
Contacts
The Contacts section has these toggles:
- Invite by me accepted — fires when someone you invited joins the workspace.
- Invite by others accepted — fires when someone invited by others joins the workspace.
Settings configured elsewhere
Some notification-related settings live outside this page:
- Scheduler notifications — booking confirmation, cancellation, and reminder notifications for both the organiser and the booker are configured per scheduler inside the scheduler's own settings. There are no scheduler toggles on the notification preferences page.
- Task reminder defaults — the default reminder setting for tasks is configured in Settings → Tasks.
- Automation emails — automations can send custom emails as an action. Recipients and content are defined in the automation setup.
Per-member preferences
Every team member configures their own preferences independently. A workspace owner might enable email for every event type, while a contractor might turn off everything except task assignments and mentions. Changes take effect immediately.
Client roles see a reduced set of toggles — some task, invoice, proposal, contract, and form settings are hidden because those features are accessed differently by clients.
