How to Use the Notifications Center
The Notifications Center keeps you informed about important events in your workspace: new invoices, task assignments, client actions, and more.
Accessing Notifications
Click the bell icon in the top navigation bar. A badge shows the number of unread notifications. The dropdown shows recent notifications, and you can click "View All" to see the full list.
Types of Notifications
- Task assigned: When a task is assigned to you.
- Invoice paid: When a client marks an invoice as paid.
- Proposal accepted/declined: When a client responds to a proposal.
- Contract acknowledged: When a client acknowledges a contract.
- Comment or update: When someone adds comments or updates.
- Approval required: When an item needs your approval.
Managing Notifications
- Mark as read: Click on a notification to mark it as read.
- Mark all as read: Clear all unread notifications.
- Click to navigate: Clicking a notification takes you to the related item.
Notification Settings
Control which notifications you receive in your notification settings. You can enable or disable specific types of notifications.
Tip:
Check notifications regularly to stay on top of client actions and team activity. The bell badge gives you a quick indicator of pending items.