Regular Summary Email Report

The summary email gives you a regular overview of what changed in a workspace and what is coming up, so you don't have to check EMDESK all the time. It is sent per workspace, at the interval you choose (hourly, daily or weekly), and only when there is something new.

What the summary email contains

You get one email per workspace, with the subject [workspace short name] Summary Report. It has up to three sections:

• What happened: the items that changed since the last email, e.g. activities, deliverables and milestones, budget items and expenses. Labels show what happened: Modified, New Comment, New Attachment or New Update (a new status update). Budget items and expenses are listed below the activity they belong to.
• What's next (within 30 days): activities that start or end, deliverables and milestones that are due, and reports that are due within the next 30 days.
• Documents: documents and folders that were added or changed, including New Version.

Every entry is a link: click it to open the item in EMDESK. The Change? link next to each section heading opens your notification settings.

When it is sent

• Hourly: once an hour.
• Daily: once a day, in the morning.
• Weekly: once a week, on Fridays.

EMDESK skips the email if nothing changed and nothing is coming up since the last one. Each email covers the changes made since the previous email; changes you made yourself are not included.

Turn the summary email on or off

1. Click your picture at the top right and select Profile.

2. Scroll to Email Notification.

3. Use the Summary Email toggle to turn the summary email on or off.
4. Use To-Do email notifications off/on to also get the separate to-do summary email.
5. Choose how often you want the email in Recap interval: Hourly, Daily or Weekly.
6. Click Save Changes.

These settings apply to all your workspaces. New users start with the summary email turned on, daily.

The to-do summary email

With To-Do email notifications turned on, you also get a separate email, Task Summary Report, at the same interval. It lists your to-dos that are due within the next 30 days and your overdue to-dos. It is only sent if there is at least one such to-do. The daily email arrives in the morning, the weekly one on Mondays.

Turning off Summary Email also turns off the to-do summary email.

Which changes are included

• You only get changes to items you have at least Read access to.
• By default you get changes to all such items. If you unfollow an item, its changes no longer appear in your notifications or summary emails.
• The in-app notifications (the bell at the top right) and the summary email are separate: marking notifications as seen does not remove anything from the next summary email.