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

Clicking on the Notification button will give you a preview of the 10 most recent notifications.

From this pop out, you can either click on 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 notifications you’ve received. These details include Type, Time, and Sender.

Click on the Notification name to review and triage the notification.

Notifications that have been not been viewed will have bolded text.

Keep your tasks organized by archiving that have already been addressed.

Click the 3 dot menu to the right of the notification.

Archived notifications will be moved to the Archived tab in the Notifications screen.

The same 3 dot menu will allow the notification to be unarchived.

Use the vertical 3 dot menu to export either the Active or Archived notifications list as a CSV.

We ensure enhanced traceability by providing a historical record of the latest 200 notifications for improved tracking and reference.

Coming soon, more ways to notify your teammates across the platform!

Saved Views allow you to 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 defined criteria.

This makes 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 → Notifications, locate the Saved View Updated event and choose whether to receive notifications in-app, via email, or both.

If notifications are disabled, you can still use Saved Views, but you will not receive alerts when the view updates.

To create a Saved View, navigate to a supported module and apply any filters or search terms you want to track. This could include criteria like customer, project, status, priority, or tags.

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

Existing views that have been published to the team will be indicated by the people icon. Any views that you create without publishing to the team will also be listed but only for you.

Existing views can be edited by hovering over them in the saved view drop down and selecting the pencil icon.

After saving a view, you can subscribe to notifications directly from the Saved Views dropdown. Hovering over a view reveals a bell icon, which allows you to subscribe or unsubscribe at any time.

Subscribing ensures you are notified whenever new 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 is configured in the global settings.

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