How To Stop Receiving Email Notifications About Tasks

I get it. Email can suck. 

And if you're primarily using our Web Portal or any other non email way to communicate with us on your tasks then the emails from us may be useless and just clogging up your inbox.

This article is about how to stop these emails of the task conversations adding unnecessary bloat to your inbox.

How It's Done

So, I'll start out with letting you know that currently there is no way from our system for you to disable email notifications. The underlying system we use to track tasks was built primarily for email communication so it doesn't give us the ability to make email optional.

But that doesn't mean you can't handle this yourself using Filters & Rules in your email system.

The Big Idea

You want to set up a rule/filter in your email client (Gmail, Outlook, etc..) that either deletes or archives away emails received from concierge@automationagency.com

As all emails you receive about a task still reflect within your Client Portal deleting them from your inbox won't lose any conversation threads so you can safely delete or archive them away.

Some More Detail

When we are communicating about tasks we always send emails from concierge@automationagency.com so this is the email address that relates to tasks.

If we communicate with you about other important situations like Customer Service Enquiries, Announcements relating to our service etc... we use support@automationagency.com 

So if you are using the Web Portal to track your task conversations you can safely delete or archive emails as you will see them on the portal.

How To Set Up a Filter in Gmail/GSuite

1. Open Gmail.
2. In the search box at the top, click the Down arrow .
3. Enter your search criteria. "from: concierge@automationagency.com" (If you want to check that your search worked correctly, see what emails show up by clicking Search.) 
4. At the bottom of the search window, click Create filter. 
5. Choose what you’d like the filter to do. (We recommend Mark As Read + Archive rather than Delete, at least initially)
6. Click Create filter.

How To Set up A Rule in Outlook.com/Office365

1. Open Outlook (or Outlook.com)
2. Click the settings icon in the upper right corner of the screen .
3. Click on View full settings > Mail > Rules
4. Click Add new rule.
5. set up the rule to filter email received from "concierge@automationagency.com" and choose what it should do with them (we recommend move to a folder and mark as read)

If you are using the desktop version of Outlook, you can find instructions for creating rules here