Notification Settings: Keeping Everyone Perfectly in the Loop

Notifications are a little like seasoning.

Too few, and projects go quiet.
Too many, and your inbox starts to feel like it’s running the onboarding.

OnRamp notifications are designed to keep work moving, customers informed, and teams aligned — without the chaos.

This article covers where notifications live and how to configure them the smart way.

The Two Places Notifications Live

In OnRamp, notification behavior is managed in two key areas:

1. Settings → Organization → Notifications

This is where you control the big-picture notification rules across your workspace.

Here you’ll find toggles for things like:

• Internal User related emails
  (task assigned, task due, task overdue, project completed, invitations, etc.)

• Customer User related emails
  (customer-facing notifications sent through the portal)

• Task blocked / unblocked alerts

• Customer email opt-out support

Think of this as your workspace-wide “should these emails exist at all?” layer.

2. Settings → Emails

This is where you manage specific email types and templates.

OnRamp provides a full menu of notification emails, such as:

• Project Completed

• Task Nudge

• Task Reminder

• Project Invitation

• Note Mention

• Weekly Summary

• Export Finished
  …and many more

Each email can be enabled/disabled, and previewed before sending.

This is where you fine-tune what actually goes out.

Who Receives These Notifications?

Great question — and here’s the key:

You don’t manually select recipients.
The recipient is defined by the email type itself.

For example:

• Task Reminder → sent to the task owner

• Customer Invitation → sent to the invited customer

• Note Mention → sent to the mentioned internal user

• Project Owner Changed → sent to the relevant project stakeholders

In most cases, the intended audience is baked right into the notification name.

What to Configure First (Recommended)

When you’re just getting started, focus on the essentials:

• ✅ Task assignment + due date reminders

• ✅ Project invitations

• ✅ Task nudges for momentum

• ✅ Project completion signals

• ✅ Customer-facing portal updates (if enabled)

Start small. You can always expand once real projects are running.

Avoid the Notification Trap

A common mistake is enabling everything because it feels safer.

But high-performing teams optimize for:

• Actionable emails

• Clear ownership

• Minimal noise

• Customer-friendly communication

If a notification doesn’t drive clarity or action, it’s probably clutter.

Best Practice: Treat Notifications Like Workflow Infrastructure

Notifications aren’t just alerts — they’re part of how onboarding runs.

The right setup ensures:

• Nothing stalls silently

• Customers know what’s next

• Owners stay accountable

• Everyone stays aligned without extra meetings

That’s the sweet spot.

Next Step

Once notifications are dialed in, you’re ready for structure:

✅ configure your CRM Integration
✅ create your first Playbook
✅ automate project creation with Workflows

Onward.