Notifications and how to set them up
Notifications will let you know a variety of things to help draw your immediate attention and help you remain on track - we’re strong believers in keeping your email inbox as clear of non-critical updates as possible, so make sure you keep an eye on Notifications and User Mentions
We’re all used to ‘bell’ icons these days, sometimes they’re super useful, sometimes they can feel unnecessary and eventually, you ignore them!
So let’s tell Engager what we do and don’t want be notified about - let’s head to our Settings - Jobs - Notifications
First up, how long do we want to keep these Notifications hanging around for, so select something that works for you. Typically 30 days could be a good amount of time to have them appear before the system removes them.
Now for the fun bit, WHAT do you want to receive the Notifications to tell you about and WHOM do you want to Notify
Letters of Engagement Signed - Yes absolutely, big win for the company and now let’s fully onboard the client - get that done asap! BUT, does everybody need to know? This is where you can tailor who gets the Notification - we’ll automatically add in the Director and Manager for ALL Notification events, but you can remove them if you need.
If you want to Add, you can use the drop down and select a team member and to remove, simply select the Trashcan to Delete
Notifications are typically system based items, so signings, documents sent out / received or forms received - they are not you or a team member being tagged, this is a User Notification which sits just next to your Notification
User Mentions
Need to chase a member of the team for an update? Stuck with a tricky Self Assessment and need your Tax Expert to review? This is where the power of User Notifications comes into play
You can mention a User either by Services or Tasks
In this example, I’ve been working through a Self Assessment and I’m stumped - I’ve marked my job card as Help Needed so I know where I am with the work
When you enter into the job card, you can scroll down and select ‘new comment’
Enter in the issue
Then select @ to then tag the relevant team member - in this case, the Boss
This will immediately flag to the Boss that I need help to move on
The Boss will now have a User Mention flag up on their top bar and in BLUE to signify that it is NEW
When the BOSS clicks into the mention, it will take them directly to the item required for them to act accordingly. If they need to come back to that Mention, they can re-mark the Mention as Blue again, and action later on