Manage your notifications
When to use this
Use this page to keep on top of the notifications inbox, especially once several proposals are out with clients at the same time.
The inbox
The bell in the navigation opens your notifications inbox. It collects the moments that need you, such as a client viewing, accepting, declining, or requesting changes on a proposal, and links each one to the right place.
When a client sends back a brief or a form, or requests changes on a proposal, the bell rings. The notification opens the event’s review of their answers, or the proposal for a change request. The same reply also shows on Today until you deal with it.
A New enquiry notification opens the lead’s event when the enquiry is already a lead, as it is when your board uses stages. Otherwise it opens the enquiries waiting for review on the Events board.
On a phone, the bell’s list fits the screen.
To keep it useful:
- filter by status (all, unread, in progress) or by type
- search when you are hunting for a specific event or client
- mark items read, or clear them individually
- Archive read sweeps everything you have dealt with in one go
Notifications mirror what the event already shows: a change request in the inbox is the same one on the event’s proposal board, so acting in either place resolves both.
Ask the assistant
Ask the assistant “what did I miss?” or “any new notifications?” to hear your unread notifications, or ask it to mark them all read. Undo marks them unread again.