Staying up to Date

ActiveCollab helps you stay up-to-date and keep track of all your projects by sending you Email notifications, Daily report emails, and by showing Bell notifications.

How To Set Up Email Notifications?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the Email Notifications section, click on the button located on the right side
  • Step 6: From the dropdown menu, set your notification preferences to:
    • Standard: You'll get an email whenever someone @mentions you, assigns you to a task, subtask, or project, and when new comments appear on items you're subscribed to
    • Minimum: You'll only get an email when someone @mentions you or assigns you to a task, subtask, or project
    • Off: You won't receive any emails. Your updates will only be visible in the app
  • Step 7: Changes are automatically saved


How To Enable Browser Notifications?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the Browser Notifications section, click on the button located on the right side
  • Step 6: If you wish to enable Browser Notifications, set the button to ON
  • Step 7: Changes are automatically saved

Note: If you switch browser, you'll have to enable browser notifications again

How To Disable Browser Notifications?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the Browser Notifications section, click on the button located on the right side
  • Step 6: If you wish to disable Browser Notifications, set the button to OFF
  • Step 7: Changes are automatically saved


Unread Messages Email

After a period of inactivity, emails are sent to remind you of unread messages.

How To Enable Unread Messages Email?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the Unread Messages Email section, click on the button located on the right side
  • Step 6: If you wish to enable unread messages email, set the button to ON
  • Step 7: Changes are automatically saved

How To Disable Unread Messages Email?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the Unread Messages Email section, click on the button located on the right side
  • Step 6: If you wish to disable unread messages email, set the button to OFF
  • Step 7: Changes are automatically saved

How to Get Daily Recap Emails?

You can also choose whether you wish to receive Daily Report emails. Every morning at 7 a.m. ActiveCollab will send you an email, telling you what happened yesterday and what tasks are late or due today.

How To Enable Daily Recap Emails?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the Receive Daily Recap Emails section, click on the button located on the right side
  • Step 6: If you wish to enable daily recap emails, set the button to ON
  • Step 7: Changes are automatically saved


How To Disable Daily Recap Emails?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the Receive Daily Recap Emails section, click on the button located on the right side
  • Step 6: If you wish to disable daily recap emails, set the button to OFF
  • Step 7: Changes are automatically saved


How To Enable Unread Notifications Indicator?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the Unread Notifications Indicator section, click on the button located on the right side
  • Step 6: If you wish to enable the unread notifications indicator, set the button to ON
  • Step 7: Changes are automatically saved

How To Disable Unread Notifications Indicator?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the Unread Notifications Indicator section, click on the button located on the right side
  • Step 6: If you wish to disable the unread notifications indicator, set the button to OFF
  • Step 7: Changes are automatically saved

How To Enable New Features Indicator?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the New Features Indicator section, click on the button located on the right side
  • Step 6: If you wish to enable the new features indicator, set the button to ON
  • Step 7: Changes are automatically saved


How To Disable New Features Indicator?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: Click on your profile picture in the top-right corner of the screen
  • Step 3: From the dropdown menu, click on Personal Settings
  • Step 4: Scroll down to the Notifications section
  • Step 5: In the New Features Indicator section, click on the button located on the right side
  • Step 6: If you wish to disable the new features indicator, set the button to OFF
  • Step 7: Changes are automatically saved


Bell Notifications

In the corner on the right, you will see a Bell notification image, where you will see a badge if you have unread notifications.

How To Access All Bell Notifications?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: In the top right corner of the screen, click on the bell notification image
  • Step 3: Click on View all my updates located at the bottom of the bell notification window
  • Step 4: In the My Updates section, all the unread notifications will be bolded with the information about the notification (new comment, mention..)

How To Mark All Bell Notifications as Read?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: In the top right corner of the screen, click on the bell notification image
  • Step 3: Click Mark all as read in the top-right corner of the bell notification screen

Activity

The Activity section in ActiveCollab gives you a chronological stream of everything that’s happening across your projects.

How To Access the Activity Section?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: From the main navigation bar on the left, click on Activity
  • Step 3: Filter the view by:
    • Daily - see the activity that occurred today or days before by clicking on the date box next to the view filter
    • Weekly - see all activities from the current week or the week before by clicking on the date box next to the view filter
    • Monthly - view a full overview of what happened this month or other months by clicking on the date box next to the view filter

What Information Can be Seen in the Activity Section?

  • New Tasks - when the task was created, completed or re-opened
  • Task Updates - status changes, due dates, assignments
  • Comments- on tasks, discussions and notes
  • Files - when a new file is uploaded directly from the Files section
  • Subtasks - when a new subtask is created, completed or re-opened
  • Time Records - only users with the Owner role as well as Project Leaders can see who added the time

Note: Visibility of activity depends on the user's role.

Who Can See What in the Activity Section?

  • Owner role - can see all activity in all projects, even if not a part of them
  • Member + role - all activity in projects they are a part of (except time records if they are not assigned a Project Leader status)
  • Member role - all activity in projects they are a part of (except time records if they are not assigned a Project Leader status)
  • Client + role - activity in tasks that are not hidden from them
  • Client role - only activity they are directly involved in

How to Access Your Activity Section?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: From the main navigation bar on the left, click on the My Work section
  • Step 3: Click on Activity

How to Access a Project Activity Page?

  • Step 1: Log in to your ActiveCollab account
  • Step 2: From the Projects page, click on a desired project
  • Step 3: Click on the Activity section within a desired project
  • Step 4: Filter the view by:
    • Daily - see the activity that occurred today or days before by clicking on the date box next to the view filter
    • Weekly - see all activities from the current week or the week before by clicking on the date box next to the view filter
    • Monthly - view a full overview of what happened this month or other months by clicking on the date box next to the view filter

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