- From the Homescreen click the Notify icon.
- The Notification Center screen appears displaying all unarchived Messages. In this example, we are viewing the Notifications screen in List mode and messages are sorted by type.
| a. | View: Choose whether you prefer to see notifications in a list format (as shown above) or in a Kanban format. |
| b. | Group: Organizes notifications by one of the following options:
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| c. | More Options: Opt to save the notifications as a PDF or an image. |
| d. | Archive: Click this icon to view all archived notifications. |
| e. | Group Title: Displays the title for the group. Click on the arrow to expand/collapse the group. |
| f. | Group Archive: Click to bulk archive all notifications in the group. If the group is pending task or group assignments, all of the assignments will be accepted as the group is archived. |
| g. | Collapse All: Click to expand or collapse ALL groups in notifications. |
| h. | Notification: Click to expand and take action on a notification. |
| i. | Notification Archive: Click to archive the individual notification. If the notification is a pending task or group assignment, it will be accepted as it is archived. |
- Notifications fall into one of two categories:
- Assignment: These notifications extend an invitation to you to join a team, work on a project or to complete a task. These notifications require an action from you--you must accept or reject the assignment. (Note that some organizations may opt to use auto-accept for task assignments, meaning that task assignments will appear, but you will not need to take any action to accept the work).
| a. | Click a notification item to open it. |
| b. | The notification opens displaying the name of the person that assigned you and the name of the task/team/project. For tasks, you may also click the [open] link to view the details of the task. Enter a response comment if you wish, then click Accept (to accept the task) or Reject (to reject the task), or use the “x” in the upper right corner to return to the Notifications screen without taking action. |
| c. | After accepting or rejecting the assignment, the notification will automatically be archived and will no longer display in your pending notifications listing. |
- Information: These notifications are delivered to keep you up to speed on the status of projects, tasks and teams. Examples of this notification type are accepted team invites, completed dependencies, rejected projects, or due date changes.
| a. | Click a notification item to open it. |
| b. | The notification opens displaying the person who completed the action, the task/team/project involved, and if the notification is regarding a task/project/team, the [open] link will open the detail view for that item. Use the “x” in the upper right corner to return to the main Notifications screen, or click the Archive button to archive the notification, removing it from your Pending Notifications screen. |
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