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

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

1. Select notifications

1. Removed from main view

View Archive

1. Browse old notifications
2. Restore if needed

Deleting

Delete Notifications

1. Select notifications

1. Confirm removal

Note: Deleted notifications cannot be recovered.

Notification Preferences

Email Settings

Configure Email Notifications

1. 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 |

Quiet Hours

Set times to pause emails:

1. Enable quiet hours
2. Set start and end time
3. Choose days (e.g., weekends)
4. Urgent notifications still sent

Push Notifications

Browser Notifications

1. Allow in browser prompt
2. Test notification

Mobile Push

If using mobile app:

1. Enable in app settings
2. Allow device permissions
3. 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

1. Open task

1. Choose date/time
2. Save reminder

Custom Reminders

1. Enter details
2. Set date/time
3. 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

1. Configure DND schedule
2. Set automatic quiet times

DND Behavior

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

1. Click bell icon

1. Browse full history

Search

Search notifications by:

• Keywords
• Date range
• Type
• Sender

Export

Export notification history:

1. Go to notification history
2. Set filters

1. Download CSV

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