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Step-by-step guidesHelp for your roleWeb & Android
Open a notification and find its record
Follow the notification to the specific record that needs your attention.
For all roles
Where to start
- Open Notifications, then the item.
What to do
- 01
Read the notification’s title and date.
- 02
Follow its record link and check that the item belongs to your current workspace.
- 03
Read the source record before acting; an older notification may describe an earlier stage.
What happens next
Notifications point to work; decisions and responses are completed on the source record.
If you need help
If the record is unavailable, check your account and access. Do not assume dismissing a notification completes its task.
Does dismissing a notification complete the action?
No. Check the source record’s own status.