Who gets emailed, and when
Onboarding usually spans several people — IT builds the account, the office does payroll paperwork, a building admin hands over keys. Edventory emails each of them their own slice rather than copying everyone on everything.
| When | Who hears about it |
|---|---|
| A checklist starts | Every assignee gets one digest listing only their tasks, with due dates. Nobody gets a message for the tasks you kept for yourself. |
| A task is assigned later | Just that person, with the task and its due date. Assigning something to yourself sends nothing. |
| A gated step unlocks | Its assignee, the moment the last step above it is done — "it's your turn". This is the handoff, so they aren't told about it on day one when they couldn't act anyway. |
| A task goes overdue | One nudge per assignee per day, listing everything of theirs that's past due across all their runs. Ticking it off in time means no email at all — and a step that's still waiting on earlier ones is never nagged about. |
| The run finishes | Everyone who was assigned a task on it, plus whoever started it. |
Need to chase people mid-run? ✉ Re-send assignments on the run re-sends each assignee their open tasks, and tells you how many people it reached.
Several steps in a row go out as one email
Checklists usually hand work over in stretches: the office does the paperwork, then IT does four things in a row, then the principal signs off. When the first of those four unlocks, IT gets one email listing all four — not one email now and another every time they finish a step. They can see the whole handoff, start at the top, and work down without their inbox filling up behind them.
A stretch ends as soon as a step belongs to someone else. If IT owns two steps, then the principal owns one, then IT owns another, that's two separate handoffs to IT, and they hear about each one when it comes round.
Turning email off for a single step
Some steps are their own notification — you're standing next to the new hire while they sign the handbook. Untick Email the assignee about this step when you add or edit it, and that step goes quiet: no start digest entry, no "assigned to you", no "your turn", no overdue nudge. Steps set this way show a small no email tag in the checklist.
It only affects email. The step still appears in the checklist, still has to be ticked off, still keeps its place in the order, and still holds back any step gated behind it.