Looking for an easy way to stay updated on overdue tasks, sales progress, or unpaid invoices, without having to check in all the time? With Work Stack subscriptions, you can get regular email updates on the activity that matters most to you.
Let’s walk through the setup together, step by step! 📨
🔹 What Can I Subscribe To?
You can create subscriptions for any stack based on these templates:
Case
Opportunity
Sales Order
Invoice
🤔 Why it matters: This allows you to get automatic updates on open cases, approvals, unpaid invoices, and more.
🔹 What Are the Benefits?
Work stack subscriptions help with:
⏱️ Tracking deadlines and targets
💰 Monitoring unpaid invoices
📆 Staying on top of daily workload
👥 Keeping team activity visible
✅ Tip: You can group multiple stacks into a single subscription to reduce email clutter!
🔹 What Should I Do Before Subscribing?
Follow this flow:
Decide what stacks you need
Create the stack (if it doesn’t exist)
Test that the data is correct
Subscribe to receive updates!
⚠️ Note: Subscriptions only work for stacks created from a supported template (Case, Opportunity, Invoice, or Sales Order).
🔹 How Do I Subscribe to a Stack?
There are two ways to subscribe:
▶️ Method 1: From Favourite Stacks
Top right of a desired stack, click the menu icon in the top-right corner of your stack
Choose Subscription Options > Subscribe
Choose to:
Add to an existing group, or
Create a new group with custom delivery settings
You can choose between a simple schedule (daily, weekly etc.) or an advanced cron schedule for more control.
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▶️ Method 2: From the Stack View
Open the stack
Find the Subscription area in the left-hand sidebar
Click Subscribe, then follow the same steps as above
🔹 Managing Subscriptions
Can I Unsubscribe?
Yes! Just:
Open the stack
Click Subscription Options > Unsubscribe
Deleting a subscription group
Administrators can either delete a whole subscription group or individual stacks from a group:
Can I View My Subscriptions?
Users: Avatar ➡️ Profile ➡️ Subscriptions
Admins: Settings ➡️ Users ➡️ Subscriptions tab
Can I check what another user is subscribed to?
No, unless you are an Admin.
🔹 FAQ and Tips
Which frequencies are available?
Subscriptions can be scheduled to run hourly, daily, weekly, monthly, or yearly, depending on your needs.
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What are subscription groups?
Subscription groups let you group multiple work stacks together, resulting in a single combined subscription email.
For example, you might group all case-related stacks into one email instead of getting separate emails per stack.
The name of the subscription group will appear as the subject line of the email you receive.
✅ Tip: Use meaningful group names—these appear in your email subject lines!
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Can I create multiple subscription groups?
Yes! You can create multiple groups—useful if, for instance:
Group 1: Overdue cases
Group 2: New opportunities
⚠️ Please keep in mind that these will result in multiple emails.
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Can I subscribe a work stack to more than one subscription group?
No, work stacks can only be subscribed to one group at a time.
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Can I mix work stack templates within a group?
Yes, you can mix invoice, opportunity, sales order and/or case work stacks to one subscription group.
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Can I add a new work stack to an existing subscription group?
Yes, you can add new work stacks to any subscription groups.
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Can I subscribe to other users' work stacks?
No. You can only subscribe to work stacks visible within your own account.
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