Notifications tell you when someone needs you: a mention, a task assigned to you, a deal that's closed, a proposal that's been signed. You always get them in the app, and you choose which ones also reach your inbox.
See your notifications
- Open the actions sidebar on the right (⌘J, or Ctrl+J on Windows).
- Select Notifications. A dot on the button means you have something unread.
- Switch between the Unread and Read tabs.
- Select a notification to open whatever it's about, such as the task, doc, deal or chat conversation.
When a notification arrives while you're in the app, it also pops up in the bottom-right corner. Select Open to go straight to it.
Mark notifications as read
- Select Mark as read (or Mark as unread) on a single notification.
- Select Mark all as read at the top of the panel to clear the lot.
Choose your email notifications
- Select your name at the bottom of the sidebar, then Manage account.
- Open Preferences, then the Notifications tab.
- Under Email frequency, choose:
- Each notification: as they happen. A burst in quick succession arrives as one email a couple of minutes later.
- Daily summary: one email each morning.
- Weekly summary: one email each Monday morning.
- Turn each type of email on or off. Your changes save straight away.
| Setting | Emails you when |
|---|---|
| Mentions | Someone @mentions you in a document or task |
| Assignments | A task is assigned to or unassigned from you |
| Task reminders | A task assigned to you is due today or overdue |
| Project & milestone reminders | A project you lead or belong to, or a milestone you lead, is due today or overdue |
| Chat | Someone @mentions you in chat, or replies to a thread you're part of |
| Deal activity | Someone else moves your deal to Won, Lost or On hold, or a contact signs one of your proposals |
| Mission Control | The quarter's moments: monthly check-ins, the review opening, your weekly pulse, a reflection still owed, and a Mission reaching its number |
| Brain Space | It's Monday and you have ideas waiting for triage on your Brain Space list |
| Form responses | A response arrives on a form you're on, or one is assigned to you |
Every email has a link to update these preferences.
Stop repeating task notifications
When a repeating task creates its next occurrence, we let you know. To stop these, turn off Repeating tasks on the same tab. This is the one setting that turns off a notification in the app as well as by email.
Good to know
- Notifications belong to an organisation. You see the ones for the organisation you're in, so switch organisation to see another's.
- Some notifications only appear in the app: being added to a project, a task you're waiting on becoming unblocked, being made a Mission's Captain or contributor, and someone joining your organisation.
- If you read a notification in the app before its email goes, we don't send the email.
- Daily and weekly summaries arrive at 8am in your organisation's timezone. Task reminders are worked out overnight.
- Notifications clear themselves after 30 days. Links in older emails still work.
- If the thing a notification points to is deleted, the notification goes too.