Click the gear icon in the upper right corner to get started managing your notifications settings.
Managing Notifications
Accessing Notifications:
In the upper right menu pane, you'll find a bell icon (
Types of Notifications:
- Comments: Receive notifications when you are mentioned (@mentioned) in a comment.
- Tasks: Notifications may be triggered in several scenarios:
- A task you created is marked as done.
- A task you created is deleted.
- A task is assigned to you.
- Transaction Manager: Get notified when a transaction is assigned to you.
Example of an In-App Notification:
Customizing Notification Settings
Accessing Notification Settings:
The gear wheel icon (
Adjusting Your Preferences:
- Notification Channels: Choose to receive notifications either in-app or via email, as specified in your profile.
- Frequency Options: For some notifications, you have the flexibility to receive them in real-time, or as part of a daily or weekly digest.
