The Notifications button is the bell icon next to your username at the top left of your screen. If you have unread notifications, you'll see a red badge showing the number of notifications instead of the bell icon.

Clicking the Notifications button gives you a preview of the 10 most recent notifications. From this pop-out, you can click a specific notification or select See all notifications to go directly to the Notifications page.

Within the Notifications page, you'll find a detailed list of the notifications you've received, including Type, Time, and Sender. Click a notification name to review and triage it. Notifications that haven't been viewed appear in bold text.

Keep things organized by archiving notifications you've already addressed. Click the 3-dot menu to the right of a notification to archive it; archived notifications move to the Archived tab. The same 3-dot menu lets you unarchive.

Use the vertical 3-dot menu to export either the Active or Archived notifications list as a CSV. A historical record of the latest 200 notifications is retained for improved traceability and reference.

Choose which notifications you receive and how they're delivered from Settings > Workspace > Notifications. Each event can be toggled independently per delivery channel — In-App, Email, Realtime Client, and Slack (with a DM option and a channel selector). Toggling a category row turns all of its events on or off for that channel at once. Events are grouped into five categories:

Saved Views let you create personalized or shared views across modules like Work Orders, Inventory, Parts, Tools, Shipments, Issues, and Purchase Orders. You can subscribe to notifications on these views to stay informed when new items appear that match your criteria — making it easy to monitor changes without constantly checking each module.

Saved View notifications must be enabled in your notification settings to be delivered. In Settings > Workspace > Notifications, locate the Saved View Updated event (under General) and choose your delivery channels. If notifications are disabled, you can still use Saved Views, but you won't receive alerts when the view updates.

Navigate to a supported module and apply any filters or search terms you want to track — for example: customer, project, status, priority, or tags.

Once your view reflects the data you want to monitor, open the Saved Views dropdown and save it. When saving, choose whether the view is for personal use or published to the team; team views can be reused by others as shared monitoring points across the workspace.

The people icon indicates views published to the team; views you create without publishing are listed for you only. Edit an existing view by hovering over it in the Saved Views dropdown and selecting the pencil icon.

After saving a view, subscribe to notifications directly from the Saved Views dropdown. Hovering over a view reveals a bell icon, which lets you subscribe or unsubscribe at any time. Subscribing ensures you're notified whenever items are added to or removed from the view.

When a new item is added to a Saved View — such as a new work order, inventory item, or issue — all subscribed users receive a notification. Notifications appear in the notification center and may also be sent by email, depending on what's configured in the global settings.

Each notification clearly identifies which item was added and the Saved View that triggered the alert.