Did you know? The Project Management Institute(PMI) suggests a project manager should spend 90% of their time communicating! Project management communication is a skill that is never perfected, can always be improved, and is pivotal in being able to initiate and execute a project effectively. Pass this off to Baton, we'll keep your stakeholders informed and your clients engaged.

As an admin, you can enable this time tracking email reminders from the admin settings section under workspace management. By default, this notification will be sent every Friday at 4pm EST, if someone has a task due for that particular week.

Description: Baton can store which tasks depend on others to automatically hand off ownership of the next task. This notification ensures time isn’t wasted between teams.

Can Opt In/Out In Settings: Yes

Target: Assignee

Trigger: Immediately when a task dependent on another task is unblocked

Description: Writing a comment in a task’s activity feed that tags a user @...

Can Opt In/Out In Settings: No

Target: Any Stakeholder

Trigger: Immediately after sending the comment

Description: Tasks can be added or assigned after a project is set to live. This notification happens in this case so users are aware of new work assigned to them after project kickoff.

Can Opt In/Out In Settings: Yes

Target: Assignee

Trigger: Immediate when assigned a new task on an in progress project

Description: This notification lets you as the vendor lead know when feedback is received.

Can Opt In/Out In Settings: Yes

Target: Vendor Project Lead

Trigger: Immediately when milestone feedback is suggested

Description: If your role in an in-progress project is shifting around, we want to make sure you’re in the loop as it happens. We notify when you’re officially moved from one role to another in a project.

Can Opt In/Out In Settings: No

Target: User Changed

Trigger: Immediately when a user’s project role is updated

Description: Users can send task assignees direct messages by clicking the envelope next to their name in the task details.

Can Opt In/Out In Settings: No

Target: Any Stakeholder

Trigger: Clicking the envelope next to a user’s name in a task’s details drawer

Opens up modal:

Description: Users can send project stakeholders and leads direct messages by clicking the envelope next to their name in the project details.

Can Opt In/Out In Settings: No

Target: Any Stakeholder

Trigger: Clicking the envelope next to a user’s name in a project’s details drawer

Opens up modal:

Description: To ensure security, we ask you to confirm your email when creating a workspace.

Can Opt In/Out In Settings: No

Target: Admins

Trigger: Creating a new workspace

Description: When requesting to join a workspace, we want to ensure your account already exists. We verify your email for security reasons or let you know if an account does not exist.

Can Opt In/Out In Settings: No

Target: Any Stakeholder

Trigger: Requesting workspace information

Description: To protect your identity, we require you to confirm your email address upon resetting your password.

Can Opt In/Out In Settings: No

Target: Any Stakeholder

Trigger: Upon request

Description: All parties from the client and vendor will get an invitation when a project is set to live. This will occur after planning is complete and take them to set up their account or directly to the project if one already exists.

Can Opt In/Out In Settings: No

Target: Assignee

Trigger: Project set to in progress that a stakeholder is on

Description: Project leads from the client and vendor will get an invitation when a project is set to live. This will occur after planning is complete and take them to set up their account or directly to the project if one already exists.

Can Opt In/Out In Settings: Yes

Target: Vendor/Client Project Lead

Trigger: Project set to live

Description: This notification is for a new user who is added to your workspace, but not a specific project. We send them a link to set up their account and go through orientation.

Can Opt In/Out In Settings: No

Target: Invitee

Trigger: Immediately when a user is invited to a workspace via the account management page

Description: This notification is for a new user who is added to your workspace, but not a specific project. We send them a link to set up their account and go through orientation then go to the project they will be contributing to.

Can Opt In/Out In Settings: No

Target: Invitee

Trigger: Immediately when a user is invited to a workspace from assignment to a task on an active project

Description: Ask the client lead to give 1-5 star feedback and the option to leave comments.

Can Opt In/Out In Settings: Yes

Target: Client Project Lead

Trigger: When a milestone is completed

Description: When you invite a client lead, we send out a campaign of emails to engage them and orient them to Baton.

Can Opt In/Out In Settings: No

Target: Client Project Lead

Trigger: This goes out as a client onboards

Description: When you invite a client lead, we send out a campaign of emails to engage them and orient them to Baton.

Can Opt In/Out In Settings: No

Target: Client Project Lead

Trigger: This goes out as a client onboards

Description: Sundays can be stressful thinking about what you need to do in the upcoming week. We want to take that stress away. We send out tasks due for the upcoming week on Monday morning so you can enjoy your weekend and hit the ground running when the work week starts.

Can Opt In/Out In Settings: Yes

Target: Assignee

Trigger: Mondays, 8am ET

Description: We send out an overview of tasks due tomorrow so you always know what you need to focus on next. It lists all you need to focus on, nothing more and nothing less.

Can Opt In/Out In Settings: Yes

Target: Assignee

Trigger: Weekdays, 4pm ET (Can Be Customized)

Description: Delays happen. Let Baton do the reminding.

Can Opt In/Out In Settings: Yes

Target: Assignee

Trigger: Weekdays, 8am EST (Can Be Customized)

Description: This email shows a basic tracker of tasks due last week and this week, plus any that may be late and outstanding still. A way to get you informed of what your team should focus on this week.

Can Opt In/Out In Settings: No

Target: Vendor/Client Project Leads

Trigger: Mondays, 8am ET

Description: After a project is set to live, leads get emails inviting them to Baton and the project plan. This can be missed so we have a reminder if the original email is not engaged by either lead.

Can Opt In/Out In Settings: No

Target: Vendor/Client Project Lead

Trigger: If a lead has not joined a project at least 24 hours after kickoff. During business hours.

Description: If a vendor lead starts planning a project, but abandons it, we want to ensure we flag it to be completed and kicked off. This reminder goes out to ensure projects kick off efficiently and on time.

Can Opt In/Out In Settings: Yes

Target: Vendor Project Lead

Trigger: At least 24 hours after project planning started, during business hours

Description: This is a reminder if feedback has not been added yet. We ask the client lead to give 1-5 star feedback and the option to leave comments.

Can Opt In/Out In Settings: Yes

Target: Client Project Lead

Trigger: Immediately when milestone feedback is suggested