Notification Settings
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Stories
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.5.6.13 Project Reviews
1.5.6.14 Project Process
1.5.6.15 Deliverables
1.5.6.16 Quality Assurance
1.5.6.17 Project-specific Workflow Management
1.5.7 Project Templates
1.6. Execution
1.6.1 Product Planning and Task Breakdown
1.6.2 Task Assignment and Daily Tracking
1.6.3 Build Creation and Test Requests
1.6.4 Bug Confirmation and Resolution
1.6.5 Execution Kanban Boards
1.7. Testing
1.7.1 Write Test Cases
1.7.2 Execute Test Cases
1.7.3 Bug Submission and Reports
1.7.4 Verify and Close Bugs
1.7.5 Test Case Scenes
1.7.6 Submit a Test Request
1.7.7 Test Report
1.8. Agent
1.8.1 Conversation
1.8.2 Sanplex Agents
1.8.3 General Agents
1.8.4 Skill Management
1.8.5 AI Knowledge Library
1.8.6 Models
1.8.7 ZAI Service Installation
1.8.8 ZAI Service Control Panel
1.8.9 ZAI Configuration
1.9. Kanban
1.9.1 Kanban Spaces
1.9.2 Kanban Regions
1.9.3 Kanban Cards
1.10. Company
1.10.1 View Team Members and Work Information
1.10.2 View Recent Company Activity
1.10.3 View and Edit Company Information
1.11. Admin Settings
1.11.1. System Settings
1.11.1.1 Mode
1.11.1.2 Backup
1.11.1.3 Trash
1.11.1.4 License
1.11.1.5 Security
1.11.1.6 Cron Job
1.11.1.7 Time Zone
1.11.1.8 Rebuild Index
1.11.1.9 LDAP
1.11.1.10 Table Engine
1.11.2 Feature Options
1.11.3. Users Management
1.11.3.1 Set Departments and Edit Company Profile
1.11.3.2 Manage Users
1.11.3.3 Set Permisions
1.11.4. Feature Configuration
1.11.4.1 Dashboard
1.11.4.2 Product
1.11.4.3 Project
1.11.4.4 Execution
1.11.4.5 Test
1.11.4.6 Kanban
1.11.4.7 Feedback
1.11.4.8 Tickets
1.11.4.9 User
1.11.4.10 Relations (Standard Version)
1.11.4.11 Meaturement
1.11.5 Migrate Jira Data to Sanplex
1.11.6 Jira to Sanplex Migration Mapping
1.11.7. Agent Configuration
1.12. Asset Library (Premium)
1.12.1 Asset Library Management (Premium)

Email

2026-01-05 18:13:01
Sanplex Content
203
Last edited by on 2026-01-05 18:57:08
Share links
Summary: Configure SMTP, verify delivery via test emails, and define trigger events so Sanplex automatically notifies assignees, CC recipients, and relevant stakeholders.

In Admin > Notification Settings > Email, you can configure email notifications.

1. Configure a sender email account

Go to Admin > Notification Settings > Email. You must configure a sender mailbox first, then click Next.

图1

Common SMTP providers (examples)

  • Gmail / Google Workspace: smtp.gmail.com — Port 587 (STARTTLS) or 465 (SSL). Authentication typically uses the full email address as the username. Many accounts require an App Password (instead of the normal login password) when using SMTP clients.
  • Microsoft 365 / Outlook (Exchange Online): smtp.office365.com — Port 587 (STARTTLS). SMTP authentication may need to be enabled for the mailbox/tenant. If your tenant restricts legacy SMTP authentication, use an approved mail relay/connector as per your organization’s policy.
  • Company SMTP relay (recommended for enterprises): Use your organization’s internal SMTP relay hostname/IP, port, and authentication method (or connector-based relay), as provided by your IT/email administrator.
  • You can use any SMTP service (corporate SMTP/Exchange, cloud email services, etc.) as long as you have the SMTP server address, authentication method, and any required app password/security token.

2. Configure sender mailbox settings

Fill in the basic SMTP configuration for the sender mailbox.

图2

Click Save. After saving successfully, you can test whether sending works properly.

图3

3. Send a test email

From the dropdown list, select a user in Sanplex.

图4

Click Send Test Email. If the configuration is correct, the selected user will receive a test message.

图5

4. Configure email notification triggers

In Notification > Settings, you can configure which actions trigger Sanplex to send email notifications.

图6

By default, Sanplex includes triggers such as:

  • Bugs: When actions such as Create, Edit, Assign, Confirm Bug, Resolve, Activate, Close, or Import into a Project occur, emails are sent to Assignee and CC recipients.
  • Requirements: When actions such as Create, Edit, Change, Activate, Review, Close, or Update Plan/Branch/Stage/Assignment occur, emails are sent to Assignee and CC recipients.
  • Tasks: When actions such as Create, Edit, Assign, Start, Finish, Activate, Close, Cancel, or Restart occur, emails are sent to Assignee and CC recipients.
  • Test Requests: When Create or Edit occurs, emails are sent to the Owner and CC recipients.
  • After a Requirement is linked to a Project, if the Requirement changes, an email reminder is sent to all Project members.
  • When a Build is submitted for testing, an email reminder is sent to the Test Owner.
Write a Comment
Comment will be posted after it is reviewed.