Feature Guide

Email Notifications

Stay informed about tasks, deals, projects, and team activity with fully configurable email notifications.

6 min read

The notification preferences with delivery mode and reminders

Overview

OneBob sends email notifications to keep you up to date on important activity. There are 14 notification types across 5 categories, and you control exactly which ones you receive and how they are delivered:

14 notification types across Tasks, Deals, Projects, Pipeline, and Absences

Choose between immediate delivery or a daily digest for each type

Available on all plans at no additional cost

Setup time: 2-3 minutes.

Before You Begin

You need a verified email address on your OneBob account.

Notification preferences are personal: each user configures their own settings.

Your admin must have email delivery configured for your OneBob instance.

Step 1: Open Notification Settings

Navigate to your personal notification preferences:

1Click your name or avatar in the top-right corner.

2Select Settings from the dropdown menu.

3Click Notifications in the left sidebar.

4You will see all 14 notification types organized into 5 categories.

Step 2: Configure Notification Types

For each notification type, choose whether and how you want to be notified:

1Tasks: task assigned to you, task due today, task overdue, and task reminders (1, 3, or 7 days before due).

2Deals: deal assigned to you, deal stage changed, deal won, and deal lost.

3Projects: project assigned to you and file uploaded to your project.

4Pipeline: new deal created in your pipeline and deal moved to a watched stage.

5Absences: team member absence notifications.

Step 3: Choose Delivery Mode

Each notification type can be delivered in one of two modes:

1Immediate: you receive an email within minutes of the event occurring.

2Daily Digest: all notifications of that type are batched into a single summary email sent once per day.

3Off: disable a specific notification type entirely.

4You can mix modes freely: for example, get deal-won notifications immediately but batch task reminders into a daily digest.

Step 4: Use the Watch Feature

Stay informed about deals and projects you are not directly assigned to:

1Open any deal or project detail page.

2Click the Watch button to start following that record.

3You will receive notifications for stage changes, file uploads, and other activity on watched items.

4Click Unwatch at any time to stop receiving updates for that record.

Step 5: Manage Muting & Newsletter

Temporarily silence all notifications or manage newsletter preferences:

1Use Temporary Mute to disable all email notifications for a specified duration (e.g., during vacation).

2While muted, no emails are sent. Notifications resume automatically when the mute period ends.

3The Newsletter toggle controls whether you receive product update emails from OneBob.

4You can also unsubscribe from the newsletter via the link at the bottom of any newsletter email.

Tips & Best Practices

Start with immediate delivery: you can always switch to daily digest later once you know which notifications are most valuable to you.

Use task reminders wisely: configure reminder timing (1, 3, or 7 days before due) to give yourself enough lead time without creating noise.

Watch key deals: sales managers can watch their team's important deals to stay informed without being directly assigned.

Use mute for focus time: temporarily mute notifications during deep work sessions or vacations instead of turning them off individually.

Check your spam folder: if you are not receiving notifications, make sure OneBob emails are not being filtered by your email provider.

Need Help?

If you have questions about notification settings or are not receiving emails as expected, our support team is happy to help.

Contact Support

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