Notifications

The notification feed lists the events that concern the signed-in team member. The feed is always on. It cannot be switched off.

Open the feedCopy Anchor Link

1. Select the bell button at the end of the header. Its label is Notifications.
2. Read the list in the panel that opens.
3. Select View all to open the Notifications page.

The bell shows a badge with the number of unread entries. The badge shows 99+ above 99. The badge updates while the dashboard is open.

Read an entryCopy Anchor Link

Each entry shows:

• The picture or the initials of the person who acted. An event created by Carlio itself, such as a due date, shows an icon and the name Carlio.
• The event title, for example Task assigned, and the time.
• A dot at the end of the title line when the entry is unread.
• A subject line that describes the event.
• A quoted excerpt when the event is a comment or a message.
• Detail lines, for example the due date or the checklist item.

Entries are grouped under Today, Yesterday and Earlier. The newest entry is first.

Open the recordCopy Anchor Link

Select an entry. The dashboard opens the record that the event concerns and marks the entry as read. The panel closes. An entry without a record is not a link.

Filter and mark as readCopy Anchor Link

1. Select Unread to list unread entries only. Select All to list every entry.
2. Select Mark All to mark every unread entry of the account as read. The button appears when the list holds an unread entry.

The empty states read There are no notifications yet. and Everything has been read.

The Notifications pageCopy Anchor Link

The page lists the newest 50 entries, with the same All and Unread buttons, Mark All and the same grouping. The panel of the bell lists the newest 12 entries.

EventsCopy Anchor Link

The dashboard raises 19 kinds of event.

Task completed is raised when an outside assignee finishes a task from the share link. Task due soon is raised for a task with an assigned team member when the due date falls within the next 24 hours.

Who receives an eventCopy Anchor Link

• The team members named by the event, such as the assigned team member.
• The owner and manager roles, for events that concern the business: a task completed by an outside assignee, a deal won or lost, a message or a file from a customer or a partner, a settled or overdue payment, and an invited team member.
• The team members who follow the record.

The team member who causes an event never receives it.

Follow a recordCopy Anchor Link

Following a record delivers its events without an assignment.

1. Open a task or a deal.
2. Select the bell button in the actions of the page. The label is Follow when the record is not followed and Following when it is.

A message confirms the change. The task and deal pages offer the button.

Delivery channelsCopy Anchor Link

The feed always receives the event. Email, browser notifications and Telegram are optional channels. Each team member chooses them in the notification settings, on the Notifications page of the settings.