User Notifications

There are various notifications you can set so that you receive an email when certain things happen in PlanMan.

To set your notifications, click on your name at the top left of any page, then click the user icon.

Available Notifications

You can set the following notifications:

  • Project assigned to me

  • Client response to quote

  • Document attached to project

  • Pending expense claim

  • Enquiry form submitted

  • Enquiry assigned to me

  • Pending leave request

  • Quote stage assigned to me