Notifications
Stay on top of client activity, invoice updates and account notices. The Notifications page keeps everything that happened in one list.
- Approvals and change requests from clients
- Invoice acceptance, payments and reminders
- Account and plan notices
- Announcements about new features and updates
Open your notifications
Open Notifications from the bell in your workspace header. The bell shows how many are unread. The newest are at the top, and unread ones carry an amber dot on the right.
Filter by kind
Use the filters at the top to see everything, only what's unread, or one kind at a time.
The kinds of notification
- Reviews
- When a client approves an item or requests changes.
- Invoices
- When a client accepts an invoice or its payment state changes, and as reminders: an unpaid invoice due within 3 days, an overdue one, and one your client viewed a week ago without accepting.
- Projects
- When a project’s state changes, or a step is updated.
- Plan
- When your subscription changes.
- Announcements
- Updates for everyone about new features, maintenance and important changes.
- System
- Account notices such as email verification, storage warnings and security updates, and our replies to your support conversations.
Important and urgent
Most notifications are routine. The ones that need prompt action are marked Important or Urgent beside their time, for example a change request, a payment problem, a security alert or a subscription about to end.
Read and act on them
Each notification shows its title, a short message and when it arrived. Where there's something to look at, the title links straight to it, the item or invoice, and opening it marks the notification read. The dot on the right marks one as read without opening it, and Mark all as read at the top clears them all.
Where they come from
- Client portal activity: approvals, change requests, invoice acceptance
- Project events: new items, steps completed
- Invoice reminders: due soon, overdue, or viewed but not accepted
- Account events: email verification, plan changes
- Support replies: when we answer one of your support conversations. Deleting a conversation also removes its reply notifications.
- Announcements: new features, scheduled maintenance
The Projects and Client portal chapters say more about when each one is sent.