Setup Email

The Setup Email page

To setup or edit the email settings:

1. Click the Edit button.

Edit button

Required:

2. SMTP Server — type the address of the SMTP Server.

3. SMTP Port — type the SMTP port.

4. System Email Address — type in the email address that will be used to send out email.

NOTE: Some hosting providers require you to use an existing, valid email address.

5. System Email Name — type in the name that will appear in the outgoing email's From field.

Email From Who

Not Required, but Useful for some Hosting Providers:

6. Requires Authentication — if your hosting provider requires authentication, check this option.

7. Username & Password — Type in your username and password if your hosting provider requires authentication.

8. Needs SSL — if your hosting provider requires a SSL connection, check this option.

9. Click Save.

Who receives email and when is it sent?

When is email sent? And who receives it?
A new task is created The user who is assigned the task.
A task is updated
by the Assigned To user
The user who created the task.
A task is updated
by the Task Creator
The user who is assigned the task.
A task is updated
by some other user
  1. The user who created the task.
  2. The user who is assigned the task.
A new discussion is created
  1. All project team members.
  2. If published, then the selected client contacts.
A discussion is updated