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Updated by Parimal Satyal almost 5 years ago
**As a** project member
**I want to** able to configure settings for my daily email reminders and weekly email recaps
**so that** I get the most relevant emails that are not redundant with the notifications I am already receiving via Notification Center
**Note and Scope**
This work package is related to <mention class="mention" data-id="38671" data-type="work_package" data-text="#38671">#38671</mention> , which defines notification settings at a user-account level.
There were discussions around adding more options in the first section "Send me an email reminder" to open up email reminders to other events. This is out of scope for this work package, but we can certainly discuss it further before implementing.
**Visuals**
_Main view (with default values)_
<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/22163/content"></div></figure>
_Project selection drop-down for exceptions_
<figure class="image op-uc-figure" style="width:50%;"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/22164/content"></div></figure>
_Project exceptions list_
<figure class="image op-uc-figure" style="width:75%;"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/22165/content"></div></figure>
**Acceptance Criteria**
* User account settings now include a new section called "Email reminders". This term replaces the old term "Email notifications".
* There is a new icon for this section (SVG available via the Figma Components Library).
* The first item a section, "Send me an email reminder" with
* One checkbox, enabled and checked by default "Immediate when someone @mentions me"
* The second item is a section, "Send me daily email reminders for unread notifications" with a second line of explanation of that reminders users that these reminders only contain unread notifications and are sent only at specific hours as configured. This section consists of:
* One parent checkbox, enabled and checked by default, "Receive daily email reminders"
* The first child checkbox ("Time 1") is checked by default, and the time is set to 8 am (08h00 local time)
* The three after that ("Time 2", "Time 3" and "Time 4") are unchecked and the corresponding drop-downs disabled.
* These three dropdowns, although disabled, are pre-configured with these default values: 12:00pm, 3:00pm and 6:00pm. The user may change these values once they enable the drop-down by clicking on the corresponding checkbox.
* There is a small "remove" icon after each of the three checkboxes
* A button "Add time" allows users to add additional time slots.
* Each new time slow will, by default when added, be unchecked, with the current time pre-filled by default and a remove icon like for the three other checkboxes.
* A second parent checkbox (unchecked by default), "Define working days on which to receive these daily reminders"
* Seven child checkboxes, one for each day of the week
* The first five (Monday–Friday) are selected, to indicate the default setting
* To modify this default selection, the parent checkbox must first be checked
* A third parent checkbox, "Temporarily pause daily email reminders" that allows users to specify a date range for which they will not receive daily reminders. (Intended use case: when one is on holiday).
* Two date selectors, with a "From" and a "To"
* There is a divider.
* The next section concerns "Weekly email recaps".
* The first check box, enabled and checked by default, is "Send me email recaps with important project updates of the week"
* There is a day selector preceded by the word "Every". This allows the user to define which day to receive the the weekly recap. Default is _Monday_.
* There is a time selector precededb y the word "At". This allows the user to define which time on the specified day to receive said recap. Default is _7am_ local time.
* The second checkbox, enabled but unchecked by default, "Temporarily pause weekly email recaps". This allows the user to specify a date range for which they will not receive weekly recaps. (Intended use case: when one is on holiday).
* The next section is titled "Exclude projects from weekly recaps". A second line explains that certain projects can be manually excluded from these recaps.
* A button, "Add project exceptions", allows users to add projects. This opens up the project selector/search drop-down, with a multi-select the user may use to select projects they want to exclude.
* Each project that is added is added to a table, with the header "Projects"
* Each added project has two elements
* Project name, or if it's a sub-project, the name preceeded by an ellipsis (...).
* A button to remove that project exception, with the words"Remove exception"followed by an icon. (We are avoiding any phrasing that would imply _removing a project_ to ensure there is no ambiguity about the fact that removing this exception does nothing to the actual project; in other words, it does not remove the project from one's list of projects).
**Legacy email alerts** (added 24 August)
* Apart from notifications related to work packages, we are currently sending out email "notifications" (to use the current, pre 11,4 phrasing) for certain events unrelated to work packages. Although the goal is to remove automatic emails for these events, we have not yet integrated these into notifications yet. We will thus have to leave the settings for these items on the "Email reminders page", simplified into four items:
* News added or updated
* Files added
* Wiki pages added or updated
* Members added or updated
This should be the last section of this page, and should reflect users' current settings (currently on the "Notification settings" page).
<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/22186/content"></div></figure>
**Out of scope**
* There were discussions around adding more options in the first section "Send me an email reminder" to open up email reminders to other events. This is out of scope for this work package, but is naturally open to discussion for a later release.
* Auto-save for preferences not part of this work package (we will keep the the current system with Save and Cancel buttons).
**Mockups in Figma**
Default "Email reminders" view:
https://www.figma.com/file/Zi5ZwMqJZY1kQ6Kq2nd4cZ/Notification-Settings?node-id=79%3A1247
With project selector drop-down open:
https://www.figma.com/file/Zi5ZwMqJZY1kQ6Kq2nd4cZ/Notification-Settings?node-id=132%3A5311
With project exceptions added:
https://www.figma.com/file/Zi5ZwMqJZY1kQ6Kq2nd4cZ/Notification-Settings?node-id=132%3A5894
**I want to** able to configure settings for my daily email reminders and weekly email recaps
**so that** I get the most relevant emails that are not redundant with the notifications I am already receiving via Notification Center
**Note and Scope**
This work package is related to <mention class="mention" data-id="38671" data-type="work_package" data-text="#38671">#38671</mention> , which defines notification settings at a user-account level.
There were discussions around adding more options in the first section "Send me an email reminder" to open up email reminders to other events. This is out of scope for this work package, but we can certainly discuss it further before implementing.
_Main view (with default values)_
<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/22163/content"></div></figure>
<figure class="image op-uc-figure" style="width:50%;"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/22164/content"></div></figure>
<figure class="image op-uc-figure" style="width:75%;"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/22165/content"></div></figure>
* User account settings now include a new section called "Email reminders". This term replaces the old term "Email notifications".
* There is a new icon for this section (SVG available via the Figma Components Library).
* The first item a section, "Send me an email reminder" with
* One checkbox, enabled and checked by default "Immediate when someone @mentions me"
* The second item is a section, "Send me daily email reminders for unread notifications" with a second line of explanation of that reminders users that these reminders only contain unread notifications and are sent only at specific hours as configured. This section consists of:
* One parent checkbox, enabled and checked by default, "Receive daily email reminders"
* The first child checkbox ("Time 1") is checked by default, and the time is set to 8 am (08h00 local time)
* The three after that ("Time 2", "Time 3" and "Time 4") are unchecked and the corresponding drop-downs disabled.
* These three dropdowns, although disabled, are pre-configured with these default values: 12:00pm, 3:00pm and 6:00pm. The user may change these values once they enable the drop-down by clicking on the corresponding checkbox.
* There is a small "remove" icon after each of the three checkboxes
* A button "Add time" allows users to add additional time slots.
* Each new time slow will, by default when added, be unchecked, with the current time pre-filled by default and a remove icon like for the three other checkboxes.
* A second parent checkbox (unchecked by default), "Define working days on which to receive these daily reminders"
* Seven child checkboxes, one for each day of the week
* The first five (Monday–Friday) are selected, to indicate the default setting
* To modify this default selection, the parent checkbox must first be checked
* A third parent checkbox, "Temporarily pause daily email reminders" that allows users to specify a date range for which they will not receive daily reminders. (Intended use case: when one is on holiday).
* Two date selectors, with a "From" and a "To"
* There is a divider.
* The next section concerns "Weekly email recaps".
* The first check box, enabled and checked by default, is "Send me email recaps with important project updates of the week"
* There is a day selector preceded by the word "Every". This allows the user to define which day to receive the the weekly recap. Default is _Monday_.
* There is a time selector precededb y the word "At". This allows the user to define which time on the specified day to receive said recap. Default is _7am_ local time.
* The second checkbox, enabled but unchecked by default, "Temporarily pause weekly email recaps". This allows the user to specify a date range for which they will not receive weekly recaps. (Intended use case: when one is on holiday).
* The next section is titled "Exclude projects from weekly recaps". A second line explains that certain projects can be manually excluded from these recaps.
* A button, "Add project exceptions", allows users to add projects. This opens up the project selector/search drop-down, with a multi-select the user may use to select projects they want to exclude.
* Each project that is added is added to a table, with the header "Projects"
* Each added project has two elements
* Project name, or if it's a sub-project, the name preceeded by an ellipsis (...).
* A button to remove that project exception, with the words"Remove exception"followed by an icon. (We are avoiding any phrasing that would imply _removing a project_ to ensure there is no ambiguity about the fact that removing this exception does nothing to the actual project; in other words, it does not remove the project from one's list of projects).
**Legacy email alerts** (added 24 August)
* Apart from notifications related to work packages, we are currently sending out email "notifications" (to use the current, pre 11,4 phrasing) for certain events unrelated to work packages. Although the goal is to remove automatic emails for these events, we have not yet integrated these into notifications yet. We will thus have to leave the settings for these items on the "Email reminders page", simplified into four items:
* News added or updated
* Files added
* Wiki pages added or updated
* Members added or updated
This should be the last section of this page, and should reflect users' current settings (currently on the "Notification settings" page).
<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/22186/content"></div></figure>
**Out of scope**
* There were discussions around adding more options in the first section "Send me an email reminder" to open up email reminders to other events. This is out of scope for this work package, but is naturally open to discussion for a later release.
* Auto-save for preferences not part of this work package (we will keep the the current system with Save and Cancel buttons).
Default "Email reminders" view:
https://www.figma.com/file/Zi5ZwMqJZY1kQ6Kq2nd4cZ/Notification-Settings?node-id=79%3A1247
With project selector drop-down open:
https://www.figma.com/file/Zi5ZwMqJZY1kQ6Kq2nd4cZ/Notification-Settings?node-id=132%3A5311
With project exceptions added:
https://www.figma.com/file/Zi5ZwMqJZY1kQ6Kq2nd4cZ/Notification-Settings?node-id=132%3A5894