Bell notifications [in-depth guide]

Notifications

The notification bell at the top of the toolbar is there to alert you when an actionable item has been sent to you for review and/or approval.

Click on the bell icon in your toolbar to open the Notifications panel.

From here you will see a list of items needing your attention.

You can then click on the line of one of these items for a list of more detail.

In this case, we can see there are a number of deliverables that this user has yet to make a decision on.

Depending on the type of transaction, some will give you the option to Approve/Reject right from the notification list. Others, like deliverables, will take you to a page in which further review needs to be done.

For example, here is what you may see if you have a client invoice to approve/reject.

Setup - Global settings

Your Workamajig Administrator can define which items for approval will appear in the bell.

From Bell>click gear icon at top>Global Settings

The settings can be made per security group.