Notifications
The Notifications area displays alerts for all Workflows events relevant to your role and project memberships. It combines an in-app notification feed with configurable email delivery, giving you a single, consistent place to track what needs your attention across every project.
Notification types
| Notification type | Trigger event |
|---|---|
step_assigned | A workflow step has been assigned to you and is now active. |
step_completed | A step you were watching or initiated has been completed by the assignee. |
workflow_completed | A workflow you initiated or are watching has reached its final state. |
deadline_warning | A step, transmittal, or correspondence item you are responsible for is approaching its due date (warning threshold configurable in settings). |
overdue | A step, transmittal, or correspondence item assigned to you has passed its due date. |
comment | A reviewer added a comment to a workflow step you are participating in or watching. |
invitation | You have been invited to join a project or organisation workspace. |
role_changed | Your role or group membership on a project has been modified. |
transmittal_issued | A transmittal has been issued to you or a distribution list you belong to. |
transmittal_acknowledged | A recipient has acknowledged a transmittal you issued. |
correspondence_received | A correspondence item (RFI, NCR, TQ, etc.) has been sent to you. |
comment_added | A reply has been added to a correspondence thread you are participating in. |
Notification feed
The in-app feed is accessible from the bell icon in the navigation bar and from the Notifications tab. It shows:
- The notification type and a short description.
- The related record (document, workflow, transmittal, or correspondence item) as a clickable link.
- The time elapsed since the event fired.
- A blue dot indicating unread status.
Read / Unread management
| Action | How |
|---|---|
| Mark single as read | Click the notification, or click the ✓ icon on hover. |
| Mark all as read | Select Mark all as read from the feed header. |
| Read retention | Read notifications remain visible in the feed for 30 days, then are archived. |
| Unread count | The bell icon badge shows the total unread count across all projects. |
Email delivery settings
Each notification type can be independently enabled or disabled for email delivery, and given a frequency setting:
| Frequency | Behaviour |
|---|---|
| Immediate | An email is sent as soon as the event fires. Recommended for step_assigned, overdue, and transmittal_issued. |
| Daily digest | All enabled events from the day are bundled into a single email sent each morning. |
| Weekly digest | All enabled events from the week are bundled into one email sent each Monday. |
| Off | No email is sent for this event type. In-app notifications still appear. |
Configuring notification preferences
- Go to Settings → Notifications.
- The notification preferences list shows each notification type.
- Use the Email toggle to enable or disable email delivery for each type.
- Use the Frequency selector to choose Immediate, Daily, Weekly, or Off.
- Changes apply immediately to future events.
Per-project notification scope
You can configure notification preferences globally (all projects) or override them per project. To set a project-specific override, select the project from the context selector in the Notifications settings page before editing.
Related
- Dashboard — overdue and pending items overview
- Settings Tab — project-level notification defaults
- Status and Actions Reference
- Settings Tab — notification preferences location
- Audit Trail — full event log behind the notification feed