Using the Notifications Feature

The Notifications feature provides real-time updates to entity activity within Strategic Plans for which you are assigned. To receive notifications, simply click Allow when you are prompted to allow or block notifications in the application.

Note: If you click Block, you will still receive notifications within the application but browser notifications will be blocked. You can adjust your browser notification settings to allow browser notifications at a later time. You cannot reverse this setting directly from the application.

Allow-Notifications-1.png

Notification Types

You can receive notifications for the following reasons:

  • You are assigned to a Strategic Plan.
  • You are either added or removed as an owner to an entity.
  • You are either added or removed as a collaborator to an entity.
  • You are tagged in the description within the Mission, Vision, Values or a specific entity within a Strategic Plan.
  • You are tagged in a progress note.
  • An entity for which you are an owner/collaborator is updated.
  • A progress note is added or updated to an entity for which you are an owner/collaborator.

Viewing Notifications

There are two ways to view notifications:

  1. View In-App Notifications
  2. View Browser Notifications

View In-App Notifications

To view your notifications at any time while in the application:

  1. Click the Bell icon at the top-right of the screen. Notifications-1.png
  2. When the Notifications drop-down appears, you can perform any of the following actions:
    1. Click Mark all as Read to deactivate the radio buttons next to each notification to indicate the notifications have all been read.
    2. Click an individual radio button to mark that specific notification as read.
    3. Click a notification entry to go to the entity where the notification was derived from.
    4. Click See All to go to the Notification main page. See the Using the Notifications Main Page section below for more information. Notifications-DropDownList.png

Using the Notifications Main Page

You can perform any of the following actions from the Notifications main page:

  1. Click Mark all as Read to deactivate the radio buttons next to each notification to indicate the notifications have all been read.
  2. Click the Show drop-down to filter the notifications based on All, Read, or Unread notifications.
  3. Click a notification entry to go to the entity where the notification was derived from.
  4. Click an individual radio button to mark that specific notification as read.

Notifications-MainPage.png

View Browser Notifications

Notifications appear in your browser or desktop outside of the application. You can click the notification to go to the entity where the notification was derived from.

Note: The following browsers support browser notifications. Internet Explorer does not support this notification feature.

  • Microsoft Edge (latest two versions)
  • Google Chrome (latest two versions)
  • Opera (latest two versions)
  • Mozilla Firefox (latest two versions)

 

 

 

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