How to edit digest settings for WM clients?

The Weekly Digest email helps keep your team updated by summarizing key information like Work Anniversaries, Birthdays, and New Hires.

To access Digest Settings, go to:

SettingsNotifications Digest Settings

*Note: Digest Settings were previously located under “System Settings > General.”

When you open Digest Settings, you’ll see two sections:

1. Daily Digest Settings

  • Daily Task Updates (toggle)
    → Turn ON or OFF daily task email summaries for admins.

2. Weekly Digest Settings

This section controls your Weekly Digest Email for Workmates updates.

  •  Enable or Disable Weekly Digest Emails

Use the “Enable Weekly Digest Emails from Workmates” toggle to control whether Weekly Digest emails are sent at all.

  1. Enabled (default): Emails are sent based on user preferences (e.g., "Every Week").
  2. Disabled: No Weekly Digest emails will be sent.

  • Customize Weekly Digest Content

You’ll see a “Customize Weekly Digest Content” dropdown when Weekly Digest Emails are enabled.

Here are the options:

  • Include All Sections
  • Exclude Birthdays
  • Exclude Anniversaries
  • Exclude Birthdays & Anniversaries

Each selection uses a pre-configured email template to match the selected content.