Notifications
Stay informed with real-time alerts, updates, and communication tools.
Overview
The notification system keeps you updated on:
- Task assignments and updates
- Approval requests and responses
- Document signature requests
- System announcements
- Team activity
- Upcoming deadlines
Notification Center
Accessing Notifications
Bell Icon
- Click bell icon in header
- Red badge shows unread count
- Opens notification panel
Notification Panel
View recent notifications:
- Unread notifications highlighted
- Click to view details
- Mark as read/unread
- Quick actions available
The bell shows notifications for the business you're currently working in. If you belong to more than one business, switching business switches what the bell shows, so another business's alerts don't bleed into your day.
You only ever receive notifications about records you're entitled to see. A notification whose subject you'd have no access to isn't sent, rather than arriving and leading to a page you can't open.
Notifications link to the thing they're about - a clock reminder opens the shift it concerns, not the general clock page.
Notification Types
Task Notifications
- New task assigned
- Task due soon
- Task completed
- Comments on tasks
Approval Notifications
- Approval request received
- Request approved/rejected
- Reminder for pending approvals
Document Notifications
- Signature requested
- Document signed
- Document completed
- Document shared
Leave Notifications
- Leave request submitted
- Leave approved/rejected
- Upcoming leave reminder
- Team member on leave
System Notifications
- Announcements
- Maintenance notices
- Security alerts
- Feature updates
Managing Notifications
Mark as Read
Individual
- Click notification to mark as read
- Or click checkmark icon
Bulk Actions
- Select multiple, then mark read
Filtering
Filter notifications by:
Archiving
Archive Notifications
- Select notifications
- Removed from main view
View Archive
- Browse old notifications
- Restore if needed
Deleting
Delete Notifications
- Select notifications
- Confirm removal
Note: Deleted notifications cannot be recovered.
Notification Preferences
Email Settings
Configure Email Notifications
- Choose preferences:
- Immediate delivery
- Daily digest
- Weekly summary
- Off
By Category
Configure each category separately:
| Category | Options |
|----------|---------|
| Tasks | Immediate, Daily, Off |
| Approvals | Immediate, Daily, Off |
| Documents | Immediate, Daily, Off |
| Leave | Immediate, Daily, Off |
| System | Immediate only |
By Notification Type
Categories are a broad brush. Underneath them, each individual notification type can be switched on or off on its own - so you can keep leave approvals coming and silence roster publishing, without turning off the whole category.
Some types are generated in volume by design and are worth reviewing: auto-generated roster shifts can be silenced entirely with the notify pattern shifts setting (see the Time & Attendance guide), and reminder notifications for overdue items, registrations and insurance expiry each have their own switch.
Quiet Hours
Set times to pause emails:
- Enable quiet hours
- Set start and end time
- Choose days (e.g., weekends)
- Urgent notifications still sent
Push Notifications
Browser Notifications
- Allow in browser prompt
- Test notification
Mobile Push
If using mobile app:
- Enable in app settings
- Allow device permissions
- Configure categories
In-App Notifications
Sound Alerts
- Enable/disable notification sounds
- Choose sound type
- Set volume
Desktop Notifications
- Show desktop popups
- Auto-dismiss timing
- Position on screen
Email Digests
Daily Digest
Receive a summary email including:
- Unread notifications
- Pending approvals
- Tasks due today
- Upcoming deadlines
Schedule
- Set preferred delivery time
- Choose days to receive
- Timezone aware
Weekly Summary
Weekly overview of:
- Activity summary
- Completed tasks
- Pending items
- Team updates
Announcements
Viewing Announcements
System Announcements
- Banner at top of screen
- Important system notices
- Required reading indicators
Company Announcements
- Posted by administrators
- News and updates
- Event notifications
Announcement Notifications
- Receive notification when posted
- Email for important announcements
- Push for urgent items
Mentions & Activity
@Mentions
Being Mentioned
- Notified when someone @mentions you
- In comments, messages, notes
- Direct link to context
Mention Notifications
- High priority by default
- Immediate delivery
- Clear indication in UI
Activity Feed
Following Items
- Follow projects, deals, people
- Receive updates on activity
- Unfollow to stop updates
Activity Types
- Comments and replies
- Status changes
- Document updates
- Team changes
Reminders
Setting Reminders
Task Reminders
- Open task
- Choose date/time
- Save reminder
Custom Reminders
- Enter details
- Set date/time
- Choose notification method
Reminder Options
Managing Reminders
View Reminders
- See all active reminders
- Past reminders archived
- Edit or delete
Snooze
- Delay reminder temporarily
- Choose snooze duration
- Reminder will re-trigger
Do Not Disturb
Enabling DND
Quick Toggle
- Click bell icon
- Set duration
Scheduled DND
- Configure DND schedule
- Set automatic quiet times
DND Behaviour
When DND is active:
- No push notifications
- No sounds
- Emails may still send (configurable)
- Badge counts still update
- Urgent items can break through
Exceptions
Allow notifications from:
- Specific people
- Certain categories
- Urgent priority items
Notification History
Viewing History
- Click bell icon
- Browse full history
Search
Search notifications by:
- Keywords
- Date range
- Type
- Sender
Export
Export notification history:
- Go to notification history
- Set filters
- Download CSV
Frequently asked questions
I'm getting too many notifications
Turn off the specific notification types that are noisy rather than whole categories - most people find it's one or two types generating the volume. Auto-generated roster shifts are the usual culprit and have their own setting.
I'm seeing notifications for a business I don't work in day to day
The bell is scoped to the business you're currently in. Switch business and the list changes with it.
Someone says they didn't get a notification I'd expect
Check whether they have access to the record it concerns - notifications aren't sent to people who couldn't open the underlying record. Then check whether they've switched that notification type off.
Tips
- Check notifications regularly to stay current
- Use daily digest to reduce email volume
- Set up quiet hours for focused work
- Follow important items for automatic updates
- Use reminders for time-sensitive tasks
- Configure each category based on importance
- Enable push notifications for urgent items
- Review and archive old notifications periodically